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
51
$2.8M 0.38%
47,700
-36,680
52
$2.78M 0.38%
42,868
-17,619
53
$2.76M 0.38%
58,957
-57,719
54
$2.74M 0.37%
34,014
-84,021
55
$2.7M 0.37%
77,754
-84,897
56
$2.7M 0.37%
10,410
-18,525
57
$2.65M 0.36%
15,396
-6,042
58
$2.65M 0.36%
20,534
+23
59
$2.63M 0.36%
72,135
-102,747
60
$2.58M 0.35%
24,824
-46,135
61
$2.57M 0.35%
299,876
+15,278
62
$2.56M 0.35%
49,559
+21,834
63
$2.56M 0.35%
119,290
-59,714
64
$2.56M 0.35%
20,782
-41,334
65
$2.53M 0.35%
22,688
-32,002
66
$2.47M 0.34%
20,347
-3,538
67
$2.46M 0.34%
41,820
-113,140
68
$2.42M 0.33%
106,566
-60,986
69
$2.42M 0.33%
99,575
-130,047
70
$2.4M 0.33%
25,519
-23,779
71
$2.4M 0.33%
20,148
-26,370
72
$2.36M 0.32%
65,911
-24,445
73
$2.35M 0.32%
32,812
-4,916
74
$2.34M 0.32%
50,058
-25,417
75
$2.29M 0.31%
31,355
+667
1 2
3
4 5