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
1001
$44K 0.01%
2,089
+655
1002
$44K 0.01%
+1,824
1003
$44K 0.01%
4,294
-6,169
1004
$44K 0.01%
635
-227
1005
$43K 0.01%
531
-514
1006
$43K 0.01%
1,000
-478
1007
$43K 0.01%
466
-10,974
1008
$43K 0.01%
2,046
-6,199
1009
$43K 0.01%
795
-1,581
1010
$43K 0.01%
894
-2,122
1011
$43K 0.01%
430
-2,199
1012
$43K 0.01%
1,539
-1,063
1013
$43K 0.01%
772
-2,066
1014
$43K 0.01%
4,779
-7,270
1015
$42K 0.01%
368
-639
1016
$42K 0.01%
1,000
-87
1017
$42K 0.01%
2,100
1018
$42K 0.01%
2,234
-865
1019
$42K 0.01%
450
-134
1020
$41K 0.01%
1,770
-12,512
1021
$41K 0.01%
1,417
-22,171
1022
$41K 0.01%
184
-617
1023
$41K 0.01%
713
-51,250
1024
$41K 0.01%
1,515
-3,083
1025
$41K 0.01%
+1,600
39 40
41
42 43