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
1751
$6K ﹤0.01%
600
-2,558
1752
$6K ﹤0.01%
134
-1,589
1753
$6K ﹤0.01%
1,500
1754
$6K ﹤0.01%
64
-260
1755
$6K ﹤0.01%
170
-343
1756
$6K ﹤0.01%
+75
1757
$6K ﹤0.01%
8
-33
1758
$6K ﹤0.01%
460
+356
1759
$6K ﹤0.01%
350
-1,285
1760
$5K ﹤0.01%
74
-1,353
1761
$5K ﹤0.01%
140
-8,111
1762
$5K ﹤0.01%
204
-1,890
1763
$5K ﹤0.01%
100
-100
1764
$5K ﹤0.01%
372
-5,590
1765
$5K ﹤0.01%
300
-2,624
1766
$5K ﹤0.01%
374
-1,754
1767
$5K ﹤0.01%
101
-1,946
1768
$5K ﹤0.01%
500
-57
1769
$5K ﹤0.01%
1,110
-107
1770
$5K ﹤0.01%
110
-28,961
1771
$5K ﹤0.01%
115
-1,191
1772
$5K ﹤0.01%
246
+11
1773
$5K ﹤0.01%
400
1774
$5K ﹤0.01%
171
-6,914
1775
$5K ﹤0.01%
41
-632
69 70
71
72 73