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
901
$57K 0.01%
953
-3,272
902
$56K 0.01%
5,640
-3,005
903
$56K 0.01%
3,570
-10,094
904
$56K 0.01%
687
-54
905
$56K 0.01%
1,012
-6,159
906
$56K 0.01%
1,087
+306
907
$56K 0.01%
388
-532
908
$55K 0.01%
6,600
-13,604
909
$55K 0.01%
4,700
-33,568
910
$55K 0.01%
2,587
-2,902
911
$55K 0.01%
4,341
-13,658
912
$55K 0.01%
+2,300
913
$55K 0.01%
1,472
-4,620
914
$55K 0.01%
+2,448
915
$54K 0.01%
1,365
-5,956
916
$54K 0.01%
525
-1,303
917
$54K 0.01%
386
-2,146
918
$54K 0.01%
739
-1,549
919
$54K 0.01%
1,598
-7,300
920
$54K 0.01%
647
-1,346
921
$54K 0.01%
1,786
-753
922
$54K 0.01%
4,700
-4,276
923
$53K 0.01%
500
924
$53K 0.01%
+3,027
925
$53K 0.01%
745
-3,022
35 36
37
38 39