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
2226
– –
-5
2227
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-4,130
2228
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-2,269
2229
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-3,819
2230
– –
-719
2231
– –
-4,040
2232
– –
-400
2233
$0 ﹤0.01%
+25
2234
$0 ﹤0.01%
+1,000
2235
– –
-1,000
2236
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-2
2237
– –
-334
2238
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-16
2239
– –
-2,634
2240
– –
-478
2241
– –
-464
2242
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-150
2243
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-407
2244
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-325
2245
– –
-7,200
2246
$0 ﹤0.01%
6
-3,100
2247
$0 ﹤0.01%
+21
2248
$0 ﹤0.01%
+23
2249
– –
-48
2250
– –
-873
88 89
90
91 92