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
526
$160K 0.02%
3,236
-13,378
527
$159K 0.02%
5,430
-420
528
$158K 0.02%
16,503
-29,850
529
$158K 0.02%
2,726
-2,101
530
$157K 0.02%
2,834
-13,322
531
$157K 0.02%
3,316
-43,168
532
$157K 0.02%
6,919
-3,966
533
$156K 0.02%
3,757
-3,007
534
$155K 0.02%
1,302
-6,686
535
$155K 0.02%
4,087
+2,678
536
$155K 0.02%
7,430
-17,150
537
$155K 0.02%
5,081
-96,028
538
$154K 0.02%
11,482
-1,374
539
$153K 0.02%
2,262
-13,679
540
$153K 0.02%
3,315
-5,276
541
$153K 0.02%
533
-3,656
542
$153K 0.02%
338
-109
543
$152K 0.02%
366
-55
544
$151K 0.02%
12,384
+4,482
545
$150K 0.02%
1,836
-3,374
546
$150K 0.02%
5,917
-38,276
547
$148K 0.02%
1,849
-1,652
548
$148K 0.02%
9,326
+2,392
549
$148K 0.02%
6,100
-2,869
550
$147K 0.02%
736
+165
20 21
22
23 24