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
3351
– –
-1,719
3352
– –
-825
3353
– –
-348
3354
– –
-1,808
3355
– –
-198
3356
– –
-63
3357
– –
-579
3358
– –
-1,622
3359
– –
-125
3360
– –
-200
3361
– –
-1,060
3362
– –
-300
3363
– –
-100
3364
$0 ﹤0.01%
12
3365
– –
-179
3366
– –
-39
3367
– –
-87
3368
– –
-300
3369
– –
-2,904
3370
– –
-3,304
3371
– –
-1,474
3372
– –
-193
3373
– –
-150
3374
– –
-1,698
3375
– –
-270
133 134
135
136 137