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
2751
– –
-2,044
2752
– –
-15
2753
– –
-1,208
2754
– –
-500
2755
– –
-161
2756
– –
-19
2757
– –
-91
2758
– –
-934
2759
– –
-1,472
2760
– –
-189
2761
– –
-271
2762
– –
-184
2763
– –
-341
2764
$0 ﹤0.01%
8
-143
2765
– –
-500
2766
– –
-20
2767
– –
-2,830
2768
– –
-823
2769
– –
-2,088
2770
– –
-1,507
2771
– –
-64
2772
– –
-72
2773
– –
-111
2774
$0 ﹤0.01%
14
-95
2775
– –
-375
109 110
111
112 113