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
976
$47K 0.01%
1,189
-10,789
977
$46K 0.01%
1,044
+715
978
$46K 0.01%
4,200
-1,000
979
$46K 0.01%
2,606
-1,545
980
$46K 0.01%
1,610
981
$46K 0.01%
732
-2,603
982
$46K 0.01%
800
-7,242
983
$46K 0.01%
831
-9,126
984
$46K 0.01%
526
-1,297
985
$46K 0.01%
2,758
+111
986
$46K 0.01%
1,784
-1,021
987
$45K 0.01%
274
-4,402
988
$45K 0.01%
1,199
+731
989
$45K 0.01%
1,249
-654
990
$45K 0.01%
1,973
-15,897
991
$45K 0.01%
697
-3,318
992
$45K 0.01%
801
-165
993
$45K 0.01%
1,355
-1,868
994
$45K 0.01%
900
-244
995
$45K 0.01%
+1,290
996
$44K 0.01%
1,872
-7,504
997
$44K 0.01%
4,400
-20,830
998
$44K 0.01%
632
-1,698
999
$44K 0.01%
+3,653
1000
$44K 0.01%
+11,000
38 39
40
41 42