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
76
$2.29M 0.31%
21,882
-84,593
77
$2.26M 0.31%
42,166
-55,106
78
$2.19M 0.3%
11,437
-26,135
79
$2.18M 0.3%
43,482
-5,017
80
$2.16M 0.3%
17,080
-27,843
81
$2.16M 0.29%
42,715
-12,147
82
$2.15M 0.29%
77,865
-160,288
83
$2.13M 0.29%
13,653
-64,612
84
$2.06M 0.28%
19,163
-92,123
85
$2.01M 0.27%
23,132
-21,420
86
$1.98M 0.27%
65,460
+10,980
87
$1.94M 0.27%
44,104
-7,101
88
$1.93M 0.26%
26,099
-54,994
89
$1.91M 0.26%
8,105
-17,378
90
$1.9M 0.26%
29,609
+6,435
91
$1.85M 0.25%
56,481
-93,426
92
$1.79M 0.24%
8,905
-5,419
93
$1.75M 0.24%
63,686
+15,163
94
$1.74M 0.24%
9,175
-23,121
95
$1.64M 0.22%
35,005
-26,431
96
$1.63M 0.22%
97,160
-13,230
97
$1.61M 0.22%
29,779
-12,942
98
$1.59M 0.22%
33,394
+1
99
$1.59M 0.22%
8,730
-19,047
100
$1.58M 0.22%
35,508
+759
2 3
4
5 6