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
951
$50K 0.01%
594
-10,721
952
$50K 0.01%
1,173
-487
953
$50K 0.01%
+4,545
954
$50K 0.01%
1,283
-6,879
955
$50K 0.01%
5,000
-3,000
956
$50K 0.01%
351
-801
957
$50K 0.01%
2,255
-1,135
958
$50K 0.01%
400
-881
959
$50K 0.01%
2,989
-7,866
960
$50K 0.01%
270
-1,572
961
$49K 0.01%
386
-562
962
$49K 0.01%
1,115
-60
963
$49K 0.01%
441
-1,115
964
$49K 0.01%
1,953
-3,534
965
$49K 0.01%
1,448
-9,507
966
$49K 0.01%
699
+593
967
$49K 0.01%
1,342
-45
968
$48K 0.01%
4,480
-2,480
969
$48K 0.01%
1,982
-6,552
970
$48K 0.01%
437
-1,539
971
$48K 0.01%
+1,876
972
$48K 0.01%
602
+448
973
$47K 0.01%
301
-301
974
$47K 0.01%
988
-3,072
975
$47K 0.01%
261
-684
37 38
39
40 41