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
1251
$24K ﹤0.01%
426
+9
1252
$24K ﹤0.01%
+2,151
1253
$23K ﹤0.01%
300
-5,456
1254
$23K ﹤0.01%
1,381
+546
1255
$23K ﹤0.01%
709
-3,289
1256
$23K ﹤0.01%
812
-2,225
1257
$23K ﹤0.01%
625
-6,900
1258
$23K ﹤0.01%
1,175
-15,088
1259
$23K ﹤0.01%
1,000
-222
1260
$23K ﹤0.01%
364
1261
$23K ﹤0.01%
2,015
-2,104
1262
$23K ﹤0.01%
383
+1
1263
$23K ﹤0.01%
986
-8,078
1264
$23K ﹤0.01%
+850
1265
$23K ﹤0.01%
600
1266
$23K ﹤0.01%
1,490
-41,426
1267
$23K ﹤0.01%
950
-500
1268
$23K ﹤0.01%
638
-3,596
1269
$23K ﹤0.01%
2,975
+1,617
1270
$23K ﹤0.01%
589
-1,414
1271
$23K ﹤0.01%
400
1272
$23K ﹤0.01%
561
-27
1273
$23K ﹤0.01%
1,564
-1,178
1274
$22K ﹤0.01%
396
-257
1275
$22K ﹤0.01%
492
-540
49 50
51
52 53