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
3451
– –
-300
3452
– –
-40
3453
– –
-377
3454
$0 ﹤0.01%
4
-16
3455
– –
-317
3456
– –
-98
3457
– –
-80
3458
– –
-103
3459
– –
-58
3460
– –
-1,487
3461
$0 ﹤0.01%
8
-941
3462
$0 ﹤0.01%
3
3463
– –
-21
3464
– –
-250
3465
– –
-500
3466
– –
-47,657
3467
– –
-122
3468
– –
-200
3469
– –
-30
3470
– –
-2,505
3471
– –
-3,200
3472
$0 ﹤0.01%
2
3473
– –
-1,511
3474
– –
-18
3475
$0 ﹤0.01%
+1
137 138
139
140 141