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
351
$352K 0.05%
9,009
-148
352
$342K 0.05%
18,798
+6,460
353
$340K 0.05%
8,764
+264
354
$334K 0.05%
10,123
-11,010
355
$333K 0.05%
10,023
-8,059
356
$333K 0.05%
17,910
-53,775
357
$329K 0.04%
2,752
-7,749
358
$326K 0.04%
3,745
-14,291
359
$325K 0.04%
6,808
-6,356
360
$321K 0.04%
8,570
-19,545
361
$320K 0.04%
5,326
-9,910
362
$318K 0.04%
12,378
-25,120
363
$318K 0.04%
23,278
+17,287
364
$317K 0.04%
1,591
-4,373
365
$317K 0.04%
8,460
-36,826
366
$316K 0.04%
6,105
-20,322
367
$310K 0.04%
9,995
-19,745
368
$309K 0.04%
4,516
-6,495
369
$308K 0.04%
5,388
-66,386
370
$307K 0.04%
4,851
-23,602
371
$305K 0.04%
3,957
+2,577
372
$304K 0.04%
1,798
-2,516
373
$304K 0.04%
3,346
-15,315
374
$304K 0.04%
700
-406
375
$303K 0.04%
5,386
-637
13 14
15
16 17