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
1226
$25K ﹤0.01%
1,005
+5
1227
$25K ﹤0.01%
328
-928
1228
$25K ﹤0.01%
278
-1,905
1229
$25K ﹤0.01%
1,152
-1,155
1230
$25K ﹤0.01%
82
-1,617
1231
$25K ﹤0.01%
415
-11,437
1232
$25K ﹤0.01%
287
-277
1233
$25K ﹤0.01%
210
-2,998
1234
$25K ﹤0.01%
176
-4,178
1235
$25K ﹤0.01%
324
-26,620
1236
$25K ﹤0.01%
1,565
-699
1237
$25K ﹤0.01%
+1,000
1238
$24K ﹤0.01%
611
1239
$24K ﹤0.01%
600
-650
1240
$24K ﹤0.01%
352
-1,933
1241
$24K ﹤0.01%
1,010
-7,258
1242
$24K ﹤0.01%
200
-400
1243
$24K ﹤0.01%
927
1244
$24K ﹤0.01%
1,060
-23,307
1245
$24K ﹤0.01%
1,451
-35,664
1246
$24K ﹤0.01%
799
-3,837
1247
$24K ﹤0.01%
295
-621
1248
$24K ﹤0.01%
269
-244
1249
$24K ﹤0.01%
699
-1,668
1250
$24K ﹤0.01%
880
-675
48 49
50
51 52