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
851
$64K 0.01%
5,458
-8,478
852
$64K 0.01%
620
-7
853
$64K 0.01%
1,326
-2,568
854
$64K 0.01%
221
-942
855
$63K 0.01%
628
-2,889
856
$63K 0.01%
2,637
-3,896
857
$63K 0.01%
+10,529
858
$62K 0.01%
3,826
+970
859
$62K 0.01%
1,400
+1,250
860
$62K 0.01%
835
-1,769
861
$62K 0.01%
4,732
+647
862
$62K 0.01%
1,336
-16,699
863
$62K 0.01%
595
-2,012
864
$62K 0.01%
2,700
865
$62K 0.01%
552
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866
$61K 0.01%
4,680
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867
$61K 0.01%
2,827
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868
$61K 0.01%
94
-79
869
$61K 0.01%
866
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870
$61K 0.01%
+2,450
871
$61K 0.01%
2,400
-1,743
872
$60K 0.01%
1,818
-2,331
873
$60K 0.01%
1,500
-35,809
874
$60K 0.01%
1,705
+167
875
$60K 0.01%
3,212
33 34
35
36 37