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
426
$238K 0.03%
3,774
-7,107
427
$238K 0.03%
4,441
-19,704
428
$237K 0.03%
18,348
+13,680
429
$237K 0.03%
4,366
-5,170
430
$235K 0.03%
2,148
-2,850
431
$232K 0.03%
845
-11,017
432
$228K 0.03%
3,873
-9,332
433
$228K 0.03%
3,583
-7,076
434
$227K 0.03%
4,296
-32,584
435
$227K 0.03%
3,814
-35,209
436
$225K 0.03%
7,378
-2,713
437
$225K 0.03%
2,016
-48,791
438
$223K 0.03%
6,771
-3,474
439
$223K 0.03%
3,518
-16,724
440
$222K 0.03%
4,279
-593
441
$221K 0.03%
5,156
-2,506
442
$220K 0.03%
20,479
-11,721
443
$220K 0.03%
1,373
-4,243
444
$219K 0.03%
4,246
-4,883
445
$219K 0.03%
5,760
-905
446
$218K 0.03%
+4,106
447
$217K 0.03%
1,841
-3,765
448
$216K 0.03%
10,405
+2,705
449
$214K 0.03%
2,656
-8,905
450
$213K 0.03%
6,200
+1,847
16 17
18
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