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
2801
$0 ﹤0.01%
120
-4,075
2802
– –
-1
2803
– –
-2,045
2804
– –
-288
2805
– –
-700
2806
$0 ﹤0.01%
3
-100
2807
– –
-614
2808
– –
-2,130
2809
– –
-1,681
2810
– –
-13
2811
– –
-2,038
2812
– –
-594
2813
– –
-435
2814
– –
-77
2815
$0 ﹤0.01%
10
2816
– –
-5
2817
– –
-1,200
2818
– –
-40
2819
– –
-519
2820
– –
-377
2821
– –
-400
2822
$0 ﹤0.01%
254
-10,375
2823
$0 ﹤0.01%
157
-560
2824
– –
-130
2825
– –
-26
111 112
113
114 115