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
701
$95K 0.01%
6,407
+6,107
702
$95K 0.01%
835
-4,964
703
$94K 0.01%
643
-445
704
$94K 0.01%
3,264
-3,664
705
$94K 0.01%
3,920
-48,634
706
$94K 0.01%
7,028
+175
707
$93K 0.01%
1,316
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708
$93K 0.01%
3,061
+2,761
709
$93K 0.01%
5,462
-5,517
710
$93K 0.01%
342
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711
$92K 0.01%
2,042
-3,649
712
$92K 0.01%
2,182
-10,612
713
$91K 0.01%
1,170
-8
714
$91K 0.01%
3,274
-9,665
715
$91K 0.01%
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$91K 0.01%
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16,366
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718
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719
$90K 0.01%
2,700
720
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7,179
+3,707
721
$90K 0.01%
1,603
-431
722
$90K 0.01%
2,190
-18,435
723
$90K 0.01%
2,230
-6,557
724
$89K 0.01%
2,000
-4,076
725
$88K 0.01%
2,206
-54,919
27 28
29
30 31