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
551
$147K 0.02%
3,270
+1,384
552
$147K 0.02%
1,031
+935
553
$146K 0.02%
1,202
-2,504
554
$146K 0.02%
5,124
-9,132
555
$146K 0.02%
1,017
+238
556
$146K 0.02%
908
-2,247
557
$146K 0.02%
1,172
-1,031
558
$146K 0.02%
8,670
-10,665
559
$145K 0.02%
3,346
-20,519
560
$145K 0.02%
6,000
-12,200
561
$145K 0.02%
4,300
+439
562
$144K 0.02%
2,613
-7,699
563
$144K 0.02%
2,516
-6,461
564
$144K 0.02%
1,565
-4,447
565
$143K 0.02%
887
-1,529
566
$143K 0.02%
1,278
-3,090
567
$142K 0.02%
6,550
+2,545
568
$142K 0.02%
7,190
+105
569
$142K 0.02%
1,818
-16,634
570
$141K 0.02%
4,700
-640
571
$141K 0.02%
5,067
-17,986
572
$140K 0.02%
14,704
-3,416
573
$140K 0.02%
2,316
-19,945
574
$139K 0.02%
3,169
-3,553
575
$139K 0.02%
8,066
+5,383
21 22
23
24 25