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
1076
$37K 0.01%
264
-721
1077
$37K 0.01%
1,757
+9
1078
$37K 0.01%
717
1079
$37K 0.01%
1,930
-1,414
1080
$37K 0.01%
605
-750
1081
$37K 0.01%
732
-4,716
1082
$37K 0.01%
+518
1083
$37K 0.01%
823
-665
1084
$36K ﹤0.01%
466
-1,250
1085
$36K ﹤0.01%
837
-3,969
1086
$36K ﹤0.01%
630
-4,522
1087
$36K ﹤0.01%
600
-23,622
1088
$36K ﹤0.01%
178
-110
1089
$36K ﹤0.01%
363
-1,523
1090
$35K ﹤0.01%
1,041
+566
1091
$35K ﹤0.01%
975
-8,312
1092
$35K ﹤0.01%
710
-2,844
1093
$35K ﹤0.01%
486
+210
1094
$35K ﹤0.01%
422
-20,808
1095
$35K ﹤0.01%
666
-1,271
1096
$35K ﹤0.01%
1,190
-3,402
1097
$35K ﹤0.01%
1,359
1098
$35K ﹤0.01%
1,210
-2,050
1099
$35K ﹤0.01%
2,574
-1,681
1100
$34K ﹤0.01%
472
-14,839
42 43
44
45 46