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
1201
$26K ﹤0.01%
247
-499
1202
$26K ﹤0.01%
154
-158
1203
$26K ﹤0.01%
220
-1,359
1204
$26K ﹤0.01%
2,046
+27
1205
$26K ﹤0.01%
286
-511
1206
$26K ﹤0.01%
1,380
1207
$26K ﹤0.01%
1,300
-13,892
1208
$26K ﹤0.01%
500
-500
1209
$26K ﹤0.01%
6,442
+2,614
1210
$26K ﹤0.01%
700
1211
$26K ﹤0.01%
213
-893
1212
$26K ﹤0.01%
408
-292
1213
$26K ﹤0.01%
525
-2,231
1214
$26K ﹤0.01%
1,240
-500
1215
$26K ﹤0.01%
844
-2,080
1216
$26K ﹤0.01%
297
-20
1217
$26K ﹤0.01%
31
1218
$25K ﹤0.01%
1,136
-112
1219
$25K ﹤0.01%
1,502
-8,579
1220
$25K ﹤0.01%
200
-299
1221
$25K ﹤0.01%
750
-33,876
1222
$25K ﹤0.01%
805
-199
1223
$25K ﹤0.01%
2,500
1224
$25K ﹤0.01%
4,100
-3,517
1225
$25K ﹤0.01%
+886
47 48
49
50 51