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
3801
– –
-11,400
3802
$0 ﹤0.01%
12
-10
3803
– –
-484
3804
– –
-17
3805
– –
-24
3806
– –
-49
3807
– –
-1
3808
– –
-50
3809
– –
-145
3810
– –
-124
3811
– –
-2
3812
– –
-1,262
3813
– –
-434
3814
– –
-6
3815
– –
-90
3816
– –
-216
3817
– –
-2,241
3818
– –
-160
3819
– –
-62
3820
– –
-435
3821
– –
-582
3822
– –
-25
3823
$0 ﹤0.01%
12
-100
3824
– –
-80
3825
– –
-577
151 152
153
154 155