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
251
$597K 0.08%
4,891
+4,661
252
$593K 0.08%
4,598
-26,179
253
$587K 0.08%
22,292
-14,371
254
$585K 0.08%
14,119
-8,524
255
$582K 0.08%
6,388
-414
256
$578K 0.08%
7,656
-506
257
$574K 0.08%
2,865
-700
258
$567K 0.08%
27,683
-1,919
259
$561K 0.08%
9,021
-14,539
260
$560K 0.08%
10,914
-10,808
261
$558K 0.08%
8,728
-13,071
262
$557K 0.08%
19,065
-78,320
263
$555K 0.08%
14,285
-59,605
264
$554K 0.08%
5,937
-1,986
265
$548K 0.07%
28,936
-2,079
266
$546K 0.07%
10,414
-31,850
267
$544K 0.07%
7,410
-6,240
268
$543K 0.07%
120,200
-538,840
269
$541K 0.07%
8,416
-1,557
270
$541K 0.07%
83,349
-19,745
271
$540K 0.07%
4,724
-11,364
272
$538K 0.07%
30,453
+30,122
273
$536K 0.07%
11,122
-19,919
274
$534K 0.07%
2,823
-11,180
275
$534K 0.07%
4,466
-27,089
9 10
11
12 13