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
2426
– –
-24,883
2427
– –
-1,543
2428
– –
-2,000
2429
– –
-8
2430
– –
-21
2431
– –
-574
2432
– –
-118
2433
– –
-15,000
2434
$0 ﹤0.01%
83
2435
– –
-65
2436
– –
-3,864
2437
– –
-17
2438
– –
-1,562
2439
– –
-117
2440
– –
-2,618
2441
– –
-300
2442
– –
-394
2443
– –
-7,692
2444
– –
-457
2445
– –
-1,863
2446
– –
-3,545
2447
– –
-9,000
2448
– –
-23,152
2449
– –
-254
2450
– –
0
96 97
98
99 100