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
776
$78K 0.01%
6,469
-8,959
777
$78K 0.01%
460
-545
778
$77K 0.01%
3,083
-10,848
779
$77K 0.01%
556
-61
780
$77K 0.01%
2,343
-7,629
781
$76K 0.01%
2,667
-5,058
782
$76K 0.01%
467
-2,593
783
$76K 0.01%
4,100
-2,590
784
$76K 0.01%
279
-2,810
785
$76K 0.01%
1,801
786
$76K 0.01%
761
-2,749
787
$76K 0.01%
2,873
-3,694
788
$76K 0.01%
+3,700
789
$75K 0.01%
2,475
-808
790
$75K 0.01%
2,101
-3,509
791
$75K 0.01%
1,752
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792
$75K 0.01%
2,315
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793
$74K 0.01%
400
794
$74K 0.01%
1,526
-5,074
795
$74K 0.01%
1,554
-548
796
$74K 0.01%
1,364
-778
797
$74K 0.01%
1,951
+521
798
$73K 0.01%
1,982
-6,840
799
$73K 0.01%
3,050
800
$73K 0.01%
1,901
-90
30 31
32
33 34