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
101
$1.58M 0.22%
32,794
+21,994
102
$1.57M 0.21%
47,597
-8,565
103
$1.56M 0.21%
49,901
-11,029
104
$1.54M 0.21%
28,516
-91,391
105
$1.53M 0.21%
14,367
-4,998
106
$1.53M 0.21%
38,036
-156,459
107
$1.53M 0.21%
25,946
-192,444
108
$1.52M 0.21%
26,430
-9,152
109
$1.5M 0.21%
31,100
-43,804
110
$1.48M 0.2%
44,142
-3,602
111
$1.44M 0.2%
8,151
-1,425
112
$1.41M 0.19%
9,316
-33,289
113
$1.4M 0.19%
24,725
+22,805
114
$1.39M 0.19%
23,823
+22,070
115
$1.38M 0.19%
13,594
-57,056
116
$1.36M 0.19%
12,272
-21,289
117
$1.34M 0.18%
44,854
+5,298
118
$1.34M 0.18%
53,940
-23,538
119
$1.34M 0.18%
38,679
+12,654
120
$1.34M 0.18%
31,220
-28,861
121
$1.31M 0.18%
36,620
-35,570
122
$1.29M 0.18%
7,705
-18,272
123
$1.27M 0.17%
21,199
-17,840
124
$1.26M 0.17%
38,116
-4,486
125
$1.25M 0.17%
49,807
+29,261
3 4
5
6 7