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
576
$138K 0.02%
1,380
-16,540
577
$137K 0.02%
891
-50
578
$136K 0.02%
8,719
-732
579
$136K 0.02%
14,789
-162,938
580
$136K 0.02%
2,266
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581
$136K 0.02%
1,091
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582
$135K 0.02%
7,960
-3,275
583
$133K 0.02%
390
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584
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2,152
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585
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2,115
-9,063
586
$133K 0.02%
2,490
-5,344
587
$133K 0.02%
959
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588
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6,435
-2,101
589
$132K 0.02%
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$130K 0.02%
4,678
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$130K 0.02%
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$129K 0.02%
2,372
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$129K 0.02%
2,013
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598
$128K 0.02%
6,325
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599
$128K 0.02%
709
-303
600
$127K 0.02%
1,060
-353
22 23
24
25 26