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
1151
$30K ﹤0.01%
502
-1,085
1152
$30K ﹤0.01%
567
+352
1153
$30K ﹤0.01%
109
-156
1154
$30K ﹤0.01%
972
-9,500
1155
$30K ﹤0.01%
+10
1156
$30K ﹤0.01%
622
-3,052
1157
$30K ﹤0.01%
1,802
-1,819
1158
$30K ﹤0.01%
414
-5,182
1159
$30K ﹤0.01%
197
-2,098
1160
$29K ﹤0.01%
314
-189
1161
$29K ﹤0.01%
110
-1,864
1162
$29K ﹤0.01%
1,300
-1,392
1163
$29K ﹤0.01%
563
-426
1164
$29K ﹤0.01%
1,300
-620
1165
$29K ﹤0.01%
228
-1,863
1166
$29K ﹤0.01%
762
+262
1167
$29K ﹤0.01%
+1,800
1168
$29K ﹤0.01%
563
+9
1169
$28K ﹤0.01%
297
-60
1170
$28K ﹤0.01%
1,131
+115
1171
$28K ﹤0.01%
2,650
+1,866
1172
$28K ﹤0.01%
2,057
-8,195
1173
$28K ﹤0.01%
714
-4,458
1174
$28K ﹤0.01%
513
-6,581
1175
$28K ﹤0.01%
717
-19,838
45 46
47
48 49