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
26
$4.08M 0.56%
143,796
-37,038
27
$3.73M 0.51%
57,917
-135,893
28
$3.7M 0.51%
71,526
-74,466
29
$3.68M 0.5%
68,226
+27,597
30
$3.61M 0.49%
75,200
-14,902
31
$3.61M 0.49%
148,746
-60,620
32
$3.52M 0.48%
17,590
-38,513
33
$3.46M 0.47%
106,412
-28,762
34
$3.46M 0.47%
146,323
-341,951
35
$3.39M 0.46%
31,004
-38,098
36
$3.32M 0.45%
28,147
-92,345
37
$3.29M 0.45%
23,500
-48,209
38
$3.17M 0.43%
55,169
-65,810
39
$3.16M 0.43%
36,866
-56,033
40
$3.15M 0.43%
104,554
-63,096
41
$3.14M 0.43%
46,338
+37,522
42
$2.99M 0.41%
78,906
+2,807
43
$2.98M 0.41%
36,772
-31,119
44
$2.96M 0.4%
19,283
-33,170
45
$2.93M 0.4%
49,493
-128,548
46
$2.92M 0.4%
89,677
-36,284
47
$2.89M 0.39%
26,033
-47,250
48
$2.86M 0.39%
7,514
-13,795
49
$2.85M 0.39%
252,225
-18,206
50
$2.8M 0.38%
62,978
-41,687
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