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
726
$88K 0.01%
520
-1,568
727
$88K 0.01%
2,116
-1,706
728
$88K 0.01%
1,759
-2,201
729
$88K 0.01%
1,565
-687
730
$88K 0.01%
1,429
-2,148
731
$87K 0.01%
401
-9,405
732
$87K 0.01%
3,964
-4,804
733
$87K 0.01%
+16,037
734
$86K 0.01%
3,465
-11,260
735
$86K 0.01%
4,835
+358
736
$86K 0.01%
1,360
-382
737
$86K 0.01%
3,276
+3,040
738
$85K 0.01%
4,581
-9,592
739
$85K 0.01%
2,355
-977
740
$84K 0.01%
1,908
-1,282
741
$84K 0.01%
2,651
-6,519
742
$84K 0.01%
1,088
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743
$84K 0.01%
240
-2,824
744
$84K 0.01%
6,000
-2,142
745
$83K 0.01%
4,065
-4,061
746
$83K 0.01%
1,165
+133
747
$83K 0.01%
1,164
-1,604
748
$83K 0.01%
1,153
-4,343
749
$83K 0.01%
1,414
-2,969
750
$83K 0.01%
463
-4,948
28 29
30
31 32