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
326
$389K 0.05%
34,506
-271,104
327
$388K 0.05%
2,207
-17,882
328
$387K 0.05%
2,135
-5,096
329
$386K 0.05%
18,255
-2,919
330
$385K 0.05%
14,850
-22,635
331
$385K 0.05%
5,792
-9,147
332
$383K 0.05%
26,933
-22,921
333
$382K 0.05%
12,418
-9,125
334
$381K 0.05%
16,914
-22,753
335
$381K 0.05%
4,915
-12,921
336
$381K 0.05%
7,816
-2,341
337
$377K 0.05%
2,368
-4,316
338
$375K 0.05%
17,920
+5,317
339
$374K 0.05%
4,340
-19,773
340
$372K 0.05%
13,191
-448
341
$369K 0.05%
7,300
-57,501
342
$368K 0.05%
20,145
+40
343
$368K 0.05%
3,530
-9,441
344
$366K 0.05%
6,353
-6,012
345
$365K 0.05%
23,576
+9,584
346
$363K 0.05%
2,540
-2,433
347
$362K 0.05%
5,268
-3,941
348
$361K 0.05%
1,350
-3,046
349
$357K 0.05%
2,239
-8,580
350
$355K 0.05%
4,968
-62,808
12 13
14
15 16