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
651
$109K 0.01%
4,050
+2,850
652
$109K 0.01%
9,500
+6,500
653
$109K 0.01%
4,346
-8,146
654
$108K 0.01%
655
-1,053
655
$108K 0.01%
1,686
-11,295
656
$108K 0.01%
2,606
-2,881
657
$108K 0.01%
15,000
-8,196
658
$108K 0.01%
2,316
-13,172
659
$107K 0.01%
4,331
-1,913
660
$107K 0.01%
2,763
-804
661
$107K 0.01%
5,333
-72,768
662
$106K 0.01%
16,252
-22,170
663
$105K 0.01%
5,129
-686
664
$105K 0.01%
2,614
-48
665
$105K 0.01%
2,646
-3,424
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$105K 0.01%
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-10,773
667
$105K 0.01%
6,020
-262,704
668
$105K 0.01%
1,275
-1,617
669
$105K 0.01%
1,877
-7,637
670
$104K 0.01%
649
-1,158
671
$104K 0.01%
3,204
-10,882
672
$103K 0.01%
5,432
-6,877
673
$103K 0.01%
7,228
-22,266
674
$102K 0.01%
1,402
-738
675
$102K 0.01%
894
-2,787
25 26
27
28 29