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
3601
– –
-901
3602
$0 ﹤0.01%
1
3603
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-11
3604
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-67
3605
– –
-1,814
3606
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-119
3607
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-106
3608
$0 ﹤0.01%
6
-1,343
3609
– –
-4,500
3610
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-15
3611
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-7
3612
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-112
3613
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-61
3614
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-1,075
3615
– –
-13,927
3616
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-14
3617
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-3,412
3618
– –
-9,775
3619
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-224
3620
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3621
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-3,302
3622
– –
-400
3623
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-150
3624
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-34,270
3625
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-145
143 144
145
146 147