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
226
$692K 0.09%
6,996
+5,823
227
$688K 0.09%
13,019
+1,704
228
$677K 0.09%
6,158
-16,316
229
$676K 0.09%
36,723
+9,843
230
$674K 0.09%
8,468
-28,248
231
$673K 0.09%
13,939
-14,259
232
$667K 0.09%
386
+49
233
$662K 0.09%
8,636
-1,937
234
$657K 0.09%
+25,588
235
$650K 0.09%
6,481
+1,544
236
$648K 0.09%
16,178
-65,599
237
$647K 0.09%
8,760
+4,569
238
$646K 0.09%
13,752
-7,469
239
$640K 0.09%
34,534
-3,346
240
$638K 0.09%
30,027
+7,469
241
$633K 0.09%
13,144
+521
242
$632K 0.09%
5,372
-638
243
$626K 0.09%
5,595
-32,052
244
$625K 0.09%
13,296
-2,838
245
$623K 0.09%
9,390
-15,671
246
$622K 0.08%
8,389
-81,837
247
$620K 0.08%
47,853
+28,684
248
$616K 0.08%
22,431
-4,304
249
$609K 0.08%
3,505
-9,425
250
$606K 0.08%
15,168
-26,374
8 9
10
11 12