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
801
$73K 0.01%
8,420
-12,280
802
$73K 0.01%
344
-2,371
803
$73K 0.01%
2,819
-30,645
804
$72K 0.01%
254
-464
805
$72K 0.01%
2,100
+649
806
$72K 0.01%
2,990
-525
807
$72K 0.01%
4,690
-3,975
808
$72K 0.01%
3,408
+1,561
809
$72K 0.01%
1,430
-3,846
810
$72K 0.01%
4,110
-979
811
$71K 0.01%
3,458
812
$71K 0.01%
111
-44
813
$71K 0.01%
759
-1,927
814
$71K 0.01%
1,778
-14,835
815
$70K 0.01%
1,862
+1,572
816
$70K 0.01%
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817
$70K 0.01%
2,530
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818
$70K 0.01%
2,101
-109,726
819
$69K 0.01%
1,295
-3,627
820
$69K 0.01%
1,948
+163
821
$69K 0.01%
510
-749
822
$69K 0.01%
1,350
+1,322
823
$68K 0.01%
2,201
-8,023
824
$68K 0.01%
1,642
-200
825
$68K 0.01%
9,430
-3,861
31 32
33
34 35