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
626
$118K 0.02%
1,602
-4,364
627
$118K 0.02%
2,781
-568
628
$118K 0.02%
1,922
-86
629
$117K 0.02%
2,474
-2,496
630
$117K 0.02%
7,395
+863
631
$117K 0.02%
2,731
-9,114
632
$117K 0.02%
3,215
-14,150
633
$117K 0.02%
3,655
+1,970
634
$117K 0.02%
566
-1,635
635
$116K 0.02%
3,628
-20,092
636
$116K 0.02%
3,316
-5,157
637
$115K 0.02%
+4,033
638
$115K 0.02%
3,835
-23,416
639
$114K 0.02%
2,551
+321
640
$114K 0.02%
7,366
-9,731
641
$113K 0.02%
3,100
642
$113K 0.02%
2,297
-31,130
643
$112K 0.02%
487
-644
644
$112K 0.02%
+3,891
645
$112K 0.02%
7,160
-39,221
646
$112K 0.02%
2,606
-1,286
647
$112K 0.02%
2,933
-15,391
648
$111K 0.02%
3,445
-1,879
649
$110K 0.02%
2,742
-2,171
650
$109K 0.01%
1,237
-1,499
24 25
26
27 28