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
926
$53K 0.01%
1,750
927
$53K 0.01%
5,507
928
$53K 0.01%
1,882
-4,400
929
$53K 0.01%
1,048
+998
930
$53K 0.01%
559
-763
931
$52K 0.01%
1,050
-28,815
932
$52K 0.01%
1,799
-630
933
$52K 0.01%
1,259
-884
934
$52K 0.01%
8,127
-583
935
$52K 0.01%
1,421
+780
936
$52K 0.01%
1,782
-12,352
937
$52K 0.01%
9,100
-3,000
938
$52K 0.01%
2,322
-136
939
$52K 0.01%
856
+559
940
$52K 0.01%
+2,059
941
$51K 0.01%
2,565
-9,034
942
$51K 0.01%
+3,929
943
$51K 0.01%
1,623
-4,914
944
$51K 0.01%
874
-322
945
$51K 0.01%
2,385
946
$51K 0.01%
365
-615
947
$51K 0.01%
2,153
+1,460
948
$51K 0.01%
1,677
-5,722
949
$51K 0.01%
1,395
-3,598
950
$51K 0.01%
499
+3
36 37
38
39 40