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
1126
$32K ﹤0.01%
+1,877
1127
$32K ﹤0.01%
1,000
-3,900
1128
$32K ﹤0.01%
1,750
-500
1129
$32K ﹤0.01%
740
-1,403
1130
$32K ﹤0.01%
733
-3,837
1131
$32K ﹤0.01%
500
1132
$32K ﹤0.01%
1,390
-14,655
1133
$32K ﹤0.01%
219
-8,145
1134
$32K ﹤0.01%
400
-853
1135
$32K ﹤0.01%
391
-155
1136
$32K ﹤0.01%
1,101
-2,140
1137
$32K ﹤0.01%
682
-265
1138
$31K ﹤0.01%
600
1139
$31K ﹤0.01%
433
-749
1140
$31K ﹤0.01%
1,495
-76
1141
$31K ﹤0.01%
1,093
-92
1142
$31K ﹤0.01%
800
-6,256
1143
$31K ﹤0.01%
1,400
-90
1144
$31K ﹤0.01%
186
-2,965
1145
$31K ﹤0.01%
4,031
-13,954
1146
$31K ﹤0.01%
450
-40
1147
$31K ﹤0.01%
+295
1148
$31K ﹤0.01%
1,039
-350
1149
$31K ﹤0.01%
365
1150
$30K ﹤0.01%
308
-53
44 45
46
47 48