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
2376
– –
-1,300
2377
– –
-135
2378
– –
-218
2379
– –
-31
2380
– –
-174
2381
– –
-290
2382
– –
-1,180
2383
– –
-27
2384
– –
-1,061
2385
– –
-87
2386
– –
-12
2387
– –
-20
2388
– –
-100
2389
– –
-5,394
2390
– –
-2,798
2391
– –
-100
2392
– –
-10
2393
$0 ﹤0.01%
208
-1,290
2394
$0 ﹤0.01%
+5,072
2395
– –
0
2396
– –
-3,500
2397
$0 ﹤0.01%
+7
2398
$0 ﹤0.01%
+23
2399
– –
-76
2400
– –
-11,596
94 95
96
97 98