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
376
$300K 0.04%
19,144
-494,022
377
$299K 0.04%
+273
378
$298K 0.04%
6,675
-5,101
379
$296K 0.04%
3,453
-2,362
380
$296K 0.04%
2,806
-1,563
381
$296K 0.04%
4,615
-25,988
382
$293K 0.04%
5,361
-15,884
383
$293K 0.04%
16,300
+8,680
384
$292K 0.04%
4,888
-4,341
385
$292K 0.04%
+8,050
386
$291K 0.04%
21,134
-41,370
387
$290K 0.04%
4,477
-9,286
388
$289K 0.04%
3,203
-4,872
389
$288K 0.04%
11,484
-1,647
390
$287K 0.04%
1,492
-2,315
391
$287K 0.04%
1,624
-2,391
392
$286K 0.04%
12,761
+4,271
393
$283K 0.04%
1,170
-3,191
394
$280K 0.04%
8,770
-551
395
$280K 0.04%
3,537
-19,379
396
$279K 0.04%
3,517
-17,868
397
$279K 0.04%
3,733
-5,136
398
$278K 0.04%
12,800
-79,409
399
$277K 0.04%
1,732
-22,198
400
$276K 0.04%
2,670
-565
14 15
16
17 18