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
1176
$28K ﹤0.01%
2,225
-1,754
1177
$28K ﹤0.01%
550
-26,929
1178
$28K ﹤0.01%
1,985
-16,076
1179
$27K ﹤0.01%
645
-1,204
1180
$27K ﹤0.01%
1,155
-385
1181
$27K ﹤0.01%
2,216
+1,133
1182
$27K ﹤0.01%
664
-6,560
1183
$27K ﹤0.01%
924
-9,142
1184
$27K ﹤0.01%
299
-5,903
1185
$27K ﹤0.01%
+1,340
1186
$27K ﹤0.01%
364
-408
1187
$27K ﹤0.01%
295
-428
1188
$27K ﹤0.01%
703
-1,709
1189
$27K ﹤0.01%
556
-1,768
1190
$27K ﹤0.01%
500
-540
1191
$27K ﹤0.01%
331
-1,142
1192
$27K ﹤0.01%
+1,088
1193
$27K ﹤0.01%
+1,042
1194
$26K ﹤0.01%
2,000
-1,000
1195
$26K ﹤0.01%
2,002
-1,836
1196
$26K ﹤0.01%
825
-7,902
1197
$26K ﹤0.01%
1,000
1198
$26K ﹤0.01%
574
+296
1199
$26K ﹤0.01%
1,329
-886
1200
$26K ﹤0.01%
1,756
-8,599
46 47
48
49 50