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
401
$274K 0.04%
4,166
-14,180
402
$271K 0.04%
3,753
+1,029
403
$270K 0.04%
6,652
-7,755
404
$269K 0.04%
2,808
-2,372
405
$269K 0.04%
7,248
-2,750
406
$269K 0.04%
2,501
-11,546
407
$266K 0.04%
14,250
408
$266K 0.04%
4,746
-11,848
409
$263K 0.04%
4,323
-2,479
410
$261K 0.04%
4,253
-17,460
411
$261K 0.04%
4,664
-70,176
412
$259K 0.04%
+13,266
413
$258K 0.04%
4,500
-7,973
414
$253K 0.03%
8,391
-58,183
415
$252K 0.03%
2,450
-50
416
$251K 0.03%
3,045
+2,747
417
$250K 0.03%
5,759
-208,922
418
$250K 0.03%
6,937
-3,988
419
$247K 0.03%
5,949
-5,595
420
$246K 0.03%
15,995
+112
421
$244K 0.03%
1,516
-7,143
422
$241K 0.03%
9,651
-36,620
423
$240K 0.03%
2,025
-2,449
424
$238K 0.03%
2,656
-29,022
425
$238K 0.03%
6,171
+5,373
15 16
17
18 19