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
676
$101K 0.01%
879
-1,000
677
$101K 0.01%
879
-342
678
$101K 0.01%
+4,583
679
$100K 0.01%
2,840
-32,631
680
$100K 0.01%
3,458
-8,552
681
$100K 0.01%
4,036
-24,244
682
$100K 0.01%
5,386
-7,145
683
$99K 0.01%
6,070
+3,871
684
$99K 0.01%
2,728
-11,416
685
$99K 0.01%
2,601
+31
686
$99K 0.01%
3,131
+23
687
$97K 0.01%
2,859
+2,753
688
$97K 0.01%
1,211
-9,169
689
$97K 0.01%
5,520
-230,028
690
$97K 0.01%
4,810
-920
691
$97K 0.01%
3,675
-398
692
$97K 0.01%
1,710
+1,688
693
$97K 0.01%
2,225
-3,427
694
$96K 0.01%
1,905
-10,795
695
$96K 0.01%
2,375
-17,120
696
$96K 0.01%
2,527
-9,951
697
$96K 0.01%
4,027
-2,410
698
$96K 0.01%
4,089
-10,654
699
$95K 0.01%
1,234
-8,566
700
$95K 0.01%
10,547
+7,107
26 27
28
29 30