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
476
$197K 0.03%
1,989
-13,804
477
$195K 0.03%
4,250
-7,661
478
$195K 0.03%
6,583
-84,482
479
$193K 0.03%
2,671
-8,443
480
$193K 0.03%
447
-2,430
481
$192K 0.03%
10,957
+5,933
482
$190K 0.03%
10,550
-1,837
483
$189K 0.03%
7,563
-11,996
484
$189K 0.03%
3,266
-10,134
485
$188K 0.03%
3,492
-13,942
486
$187K 0.03%
1,774
-2,271
487
$187K 0.03%
1,309
-1,602
488
$186K 0.03%
760
+522
489
$185K 0.03%
11,126
+4,550
490
$185K 0.03%
6,405
-3,400
491
$184K 0.03%
9,427
-16,526
492
$183K 0.03%
4,979
-28,483
493
$183K 0.03%
3,497
-13,562
494
$183K 0.03%
+7,175
495
$182K 0.02%
3,817
-7,244
496
$180K 0.02%
7,503
-4,271
497
$178K 0.02%
6,949
-22,632
498
$178K 0.02%
9,236
-6,132
499
$177K 0.02%
7,377
+3,140
500
$176K 0.02%
1,248
-1,853
18 19
20
21 22