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
301
$447K 0.06%
10,564
-17,524
302
$446K 0.06%
8,081
-16,651
303
$438K 0.06%
6,665
-10,785
304
$438K 0.06%
3,948
-13,935
305
$438K 0.06%
7,506
-160,404
306
$434K 0.06%
5,143
-6,194
307
$434K 0.06%
10,004
-15,890
308
$433K 0.06%
33,994
+32,516
309
$431K 0.06%
3,483
-4,915
310
$430K 0.06%
5,081
-16,849
311
$429K 0.06%
11,813
-15,494
312
$429K 0.06%
13,507
-10,498
313
$428K 0.06%
3,337
+202
314
$428K 0.06%
5,753
-8,495
315
$426K 0.06%
2,221
-3,061
316
$426K 0.06%
18,936
+2,654
317
$422K 0.06%
8,410
+6,335
318
$422K 0.06%
5,652
+4,542
319
$421K 0.06%
12,187
+1,079
320
$421K 0.06%
3,532
-65,999
321
$412K 0.06%
6,281
-250
322
$408K 0.06%
7,680
+1,080
323
$397K 0.05%
3,805
-2,941
324
$396K 0.05%
4,713
-14,833
325
$392K 0.05%
5,584
-6,694
11 12
13
14 15