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
2326
– –
-31
2327
– –
-496
2328
– –
-860
2329
– –
-4,430
2330
– –
-6,667
2331
– –
-150
2332
– –
-2,822
2333
– –
-1,020
2334
– –
-1,000
2335
– –
-74
2336
– –
-4,225
2337
– –
-21
2338
– –
-333
2339
– –
-16
2340
– –
-10
2341
– –
-6,533
2342
– –
-212
2343
– –
-100
2344
– –
-884
2345
– –
-577
2346
– –
-1,022
2347
– –
-4,900
2348
– –
-200
2349
– –
-600
2350
– –
-4,000
92 93
94
95 96