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
276
$532K 0.07%
11,243
-16,344
277
$530K 0.07%
5,529
-6,311
278
$529K 0.07%
21,404
-5,188
279
$528K 0.07%
25,397
-465
280
$525K 0.07%
2,802
-4,927
281
$520K 0.07%
36,718
-16,153
282
$517K 0.07%
16,236
-14,943
283
$516K 0.07%
8,804
-3,349
284
$514K 0.07%
9,790
-4,164
285
$512K 0.07%
5,060
+4,894
286
$510K 0.07%
18,041
-1,039
287
$508K 0.07%
8,591
-73,553
288
$505K 0.07%
11,224
-33,909
289
$505K 0.07%
6,664
-785
290
$499K 0.07%
1,151
-2,686
291
$499K 0.07%
21,761
+20,828
292
$493K 0.07%
20,052
+18,612
293
$493K 0.07%
7,262
-11,936
294
$483K 0.07%
7,259
-15,692
295
$481K 0.07%
19,621
+1,351
296
$479K 0.07%
3,680
-12,030
297
$477K 0.07%
8,177
-31,916
298
$473K 0.06%
9,363
-5,728
299
$460K 0.06%
4,133
-4,295
300
$454K 0.06%
9,200
-1,320
10 11
12
13 14