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
2301
– –
-436
2302
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-112
2303
$0 ﹤0.01%
3
-3,722
2304
– –
-9,008
2305
– –
-2,110
2306
– –
-1,022
2307
– –
-84
2308
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-1
2309
– –
-790
2310
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-20
2311
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-1,081
2312
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-1,297
2313
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-500
2314
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-500
2315
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-290
2316
– –
-4,940
2317
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-1,059
2318
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-1,008
2319
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-1,000
2320
$0 ﹤0.01%
17
-532
2321
– –
-150
2322
– –
-289
2323
– –
-7
2324
– –
-14,404
2325
– –
-354
91 92
93
94 95