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
601
$127K 0.02%
3,718
-1,591
602
$127K 0.02%
7,272
-39,412
603
$126K 0.02%
8,560
-5,520
604
$126K 0.02%
2,690
+402
605
$126K 0.02%
6,095
-3,342
606
$125K 0.02%
4,054
-3,970
607
$125K 0.02%
9,900
-57,064
608
$125K 0.02%
465
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609
$125K 0.02%
1,614
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610
$124K 0.02%
5,657
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611
$124K 0.02%
980
-15,315
612
$124K 0.02%
5,833
+1,475
613
$123K 0.02%
2,499
-39,237
614
$123K 0.02%
5,601
-11,608
615
$123K 0.02%
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$122K 0.02%
907
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7,802
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619
$121K 0.02%
2,768
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620
$120K 0.02%
997
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621
$119K 0.02%
1,103
-18,220
622
$119K 0.02%
6,472
623
$119K 0.02%
1,952
-754
624
$119K 0.02%
5,864
-3,067
625
$119K 0.02%
1,730
-419
23 24
25
26 27