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
501
$176K 0.02%
+37,658
502
$176K 0.02%
1,997
-10,779
503
$175K 0.02%
3,180
-19,380
504
$175K 0.02%
1,498
-4,597
505
$175K 0.02%
3,500
+2,668
506
$174K 0.02%
888
-8,737
507
$173K 0.02%
3,830
-3,453
508
$172K 0.02%
1,647
-840
509
$171K 0.02%
1,891
-728
510
$171K 0.02%
13,644
+157
511
$169K 0.02%
28,417
-25,676
512
$169K 0.02%
2,214
-2,388
513
$169K 0.02%
1,277
+1,068
514
$169K 0.02%
+6,600
515
$167K 0.02%
4,684
-22,987
516
$166K 0.02%
2,080
-5,275
517
$166K 0.02%
636
-204
518
$165K 0.02%
1,932
-5,219
519
$163K 0.02%
633
-1,671
520
$163K 0.02%
2,242
-451
521
$162K 0.02%
1,981
-1,087
522
$162K 0.02%
8,733
-259,578
523
$161K 0.02%
8,915
-446,762
524
$161K 0.02%
4,187
-5,533
525
$160K 0.02%
3,422
-1,138
19 20
21
22 23