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
2401
– –
-250
2402
– –
-5
2403
$0 ﹤0.01%
+4
2404
– –
-18
2405
$0 ﹤0.01%
+84
2406
$0 ﹤0.01%
+1,135
2407
$0 ﹤0.01%
+1
2408
$0 ﹤0.01%
+266
2409
– –
-129
2410
– –
-1,050
2411
$0 ﹤0.01%
1
2412
– –
-902
2413
– –
-258
2414
– –
-80
2415
$0 ﹤0.01%
30
2416
– –
-5
2417
– –
-1,137
2418
– –
-4,786
2419
– –
-4,586
2420
– –
-58
2421
– –
-156
2422
– –
-7,741
2423
– –
-100
2424
– –
-88
2425
– –
-954
95 96
97
98 99