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
876
$59K 0.01%
1,191
-4,496
877
$59K 0.01%
1,450
-14,547
878
$59K 0.01%
1,202
-2,760
879
$59K 0.01%
750
880
$59K 0.01%
4,318
+3,718
881
$59K 0.01%
1,078
-4,070
882
$59K 0.01%
2,010
-106,151
883
$59K 0.01%
1,242
-30,322
884
$59K 0.01%
2,890
-1,700
885
$58K 0.01%
951
-709
886
$58K 0.01%
389
+265
887
$58K 0.01%
751
-9,396
888
$58K 0.01%
580
-5,074
889
$58K 0.01%
+4,300
890
$58K 0.01%
1,869
-801
891
$58K 0.01%
264
-178
892
$57K 0.01%
357
-4,615
893
$57K 0.01%
1,142
-335
894
$57K 0.01%
1,349
-7,367
895
$57K 0.01%
826
-1,135
896
$57K 0.01%
232
-5,781
897
$57K 0.01%
4,061
-9,587
898
$57K 0.01%
1,770
-667
899
$57K 0.01%
1,677
-4,075
900
$57K 0.01%
1,819
+1,294
34 35
36
37 38