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
1051
$39K 0.01%
2,714
-4,115
1052
$39K 0.01%
+1,500
1053
$39K 0.01%
636
-5,885
1054
$38K 0.01%
1,550
-7,855
1055
$38K 0.01%
682
-2,525
1056
$38K 0.01%
992
-1,464
1057
$38K 0.01%
3,343
+2,000
1058
$38K 0.01%
1,228
-4,783
1059
$38K 0.01%
+960
1060
$38K 0.01%
10,000
1061
$38K 0.01%
1,060
-899
1062
$38K 0.01%
915
-3,700
1063
$38K 0.01%
1,000
-523
1064
$38K 0.01%
191
-333
1065
$38K 0.01%
250
-497
1066
$38K 0.01%
2,138
-43,076
1067
$38K 0.01%
1,250
-40,383
1068
$37K 0.01%
305
+117
1069
$37K 0.01%
640
-422
1070
$37K 0.01%
746
-1,410
1071
$37K 0.01%
1,165
-605
1072
$37K 0.01%
4,503
-2,930
1073
$37K 0.01%
1,400
-1,500
1074
$37K 0.01%
727
-25,154
1075
$37K 0.01%
300
-15,934
41 42
43
44 45