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
3651
– –
-37
3652
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-20,120
3653
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3654
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-3,115
3655
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-5,320
3656
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3657
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-2,688
3658
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-10,228
3659
$0 ﹤0.01%
5
-27,655
3660
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0
3661
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-7
3662
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-1,702
3663
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-5,792
3664
$0 ﹤0.01%
9
3665
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-154
3666
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-180
3667
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-700
3668
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3669
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-45
3670
$0 ﹤0.01%
26
3671
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-270
3672
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-3,793
3673
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3674
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-1,843
3675
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-100
145 146
147
148 149