IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
-$905M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,102
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$5.39M
3
+$3.3M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.54M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.55M

Top Sells

1
+$23.5M
2
+$20.5M
3
+$16.6M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$15.3M
5
AMZN icon
Amazon
AMZN
+$13.9M

Sector Composition

1 Technology 6.2%
2 Financials 4.53%
3 Consumer Discretionary 4.33%
4 Communication Services 3.24%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-2,500
2702
– –
-1,500
2703
– –
-1,270
2704
– –
-93
2705
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-5,188
2706
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-484
2707
– –
-256
2708
– –
-1,789
2709
– –
-276
2710
$0 ﹤0.01%
100
2711
– –
-998
2712
– –
-4
2713
$0 ﹤0.01%
195
-1,117
2714
– –
-605
2715
– –
-954
2716
– –
-200
2717
– –
-162
2718
$0 ﹤0.01%
1
2719
$0 ﹤0.01%
426
-2,168
2720
– –
-1,150
2721
– –
-60
2722
– –
-663
2723
– –
-7,010
2724
– –
-1,518
2725
– –
-220
107 108
109
110 111