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
751
$83K 0.01%
452
-954
752
$82K 0.01%
702
-7,875
753
$82K 0.01%
3,400
-7,016
754
$82K 0.01%
2,353
-2,075
755
$82K 0.01%
241
-265
756
$82K 0.01%
2,290
-953
757
$81K 0.01%
10,057
-2,147
758
$81K 0.01%
882
-1,278
759
$81K 0.01%
+3,087
760
$81K 0.01%
3,000
-594
761
$81K 0.01%
1,722
-1,213
762
$81K 0.01%
+2,584
763
$81K 0.01%
7,503
-1,620
764
$81K 0.01%
4,673
-1,000
765
$81K 0.01%
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766
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6,450
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769
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907
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4,722
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$79K 0.01%
4,399
-25,868
773
$79K 0.01%
+454
774
$79K 0.01%
3,076
-4,728
775
$78K 0.01%
1,743
-12,490
29 30
31
32 33