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
1101
$34K ﹤0.01%
1,567
-9,565
1102
$34K ﹤0.01%
760
-17,391
1103
$34K ﹤0.01%
+1,484
1104
$34K ﹤0.01%
214
-137
1105
$34K ﹤0.01%
1,570
-1,347
1106
$34K ﹤0.01%
2,543
-9,302
1107
$34K ﹤0.01%
356
-1,773
1108
$34K ﹤0.01%
2,494
-584
1109
$34K ﹤0.01%
3,010
-6,464
1110
$34K ﹤0.01%
245
-179
1111
$34K ﹤0.01%
559
-671
1112
$33K ﹤0.01%
390
-610
1113
$33K ﹤0.01%
316
-7,244
1114
$33K ﹤0.01%
1,440
1115
$33K ﹤0.01%
1,782
-89,404
1116
$33K ﹤0.01%
268
-6,337
1117
$33K ﹤0.01%
1,000
-1,543
1118
$33K ﹤0.01%
4,093
+1,750
1119
$33K ﹤0.01%
380
-383
1120
$33K ﹤0.01%
909
-1,622
1121
$33K ﹤0.01%
+1,300
1122
$33K ﹤0.01%
188
-1,054
1123
$33K ﹤0.01%
1,305
+1,025
1124
$33K ﹤0.01%
180
-1,924
1125
$33K ﹤0.01%
1,500
-6,416
43 44
45
46 47