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
3876
– –
-1
3877
– –
-383,057
3878
$0 ﹤0.01%
+49
3879
– –
-800
3880
– –
-17
3881
– –
-145
3882
– –
-140
3883
– –
-31
3884
– –
-3,635
3885
$0 ﹤0.01%
226
-7,847
3886
– –
-1,030
3887
– –
-18
3888
– –
-3,050
3889
– –
-60
3890
– –
-1,727
152 153 154 155
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