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
451
$212K 0.03%
1,975
+1,051
452
$211K 0.03%
3,007
-2,476
453
$211K 0.03%
4,890
-463
454
$210K 0.03%
4,575
+2,005
455
$208K 0.03%
1,382
+447
456
$207K 0.03%
2,353
-3,787
457
$206K 0.03%
1,565
+445
458
$205K 0.03%
5,516
-9,869
459
$204K 0.03%
6,687
-162
460
$204K 0.03%
5,102
-2,199
461
$203K 0.03%
2,442
-7,358
462
$203K 0.03%
3,242
+639
463
$203K 0.03%
3,400
-2,393
464
$202K 0.03%
2,294
-4,327
465
$202K 0.03%
4,017
-30,692
466
$202K 0.03%
3,372
-4,237
467
$201K 0.03%
2,088
-12,731
468
$201K 0.03%
13,300
-1,486
469
$201K 0.03%
5,743
+1,734
470
$200K 0.03%
2,967
-9,407
471
$200K 0.03%
1,696
+648
472
$200K 0.03%
3,722
-7,845
473
$199K 0.03%
4,359
-199
474
$199K 0.03%
8,030
-9,121
475
$198K 0.03%
1,542
-9,888
17 18
19
20 21