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
826
$68K 0.01%
1,125
-951
827
$68K 0.01%
2,210
-264
828
$68K 0.01%
1,133
-1,217
829
$67K 0.01%
10,137
+5,304
830
$67K 0.01%
2,342
+1,438
831
$67K 0.01%
2,477
-198
832
$66K 0.01%
1,530
-11,142
833
$66K 0.01%
+6,938
834
$66K 0.01%
711
-1,493
835
$66K 0.01%
878
-1,988
836
$66K 0.01%
331
-3,270
837
$66K 0.01%
1,402
-2,142
838
$66K 0.01%
2,200
+500
839
$65K 0.01%
1,281
-600
840
$65K 0.01%
1,064
-1,084
841
$65K 0.01%
1,735
-3,245
842
$65K 0.01%
1,810
843
$64K 0.01%
1,924
-1,012
844
$64K 0.01%
2,633
+4
845
$64K 0.01%
4,070
-8,477
846
$64K 0.01%
1,543
-116
847
$64K 0.01%
630
+27
848
$64K 0.01%
3,065
-3,828
849
$64K 0.01%
2,779
-4,574
850
$64K 0.01%
3,924
-510
32 33
34
35 36