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
1276
$22K ﹤0.01%
1,061
+1,000
1277
$22K ﹤0.01%
495
+277
1278
$22K ﹤0.01%
1,136
-4,928
1279
$22K ﹤0.01%
744
1280
$22K ﹤0.01%
+1,305
1281
$22K ﹤0.01%
1,483
-1,225
1282
$22K ﹤0.01%
639
-675
1283
$22K ﹤0.01%
405
1284
$22K ﹤0.01%
+615
1285
$22K ﹤0.01%
1,200
-1,062
1286
$22K ﹤0.01%
150
-133
1287
$22K ﹤0.01%
500
-254
1288
$22K ﹤0.01%
640
1289
$22K ﹤0.01%
400
-938
1290
$22K ﹤0.01%
182
-85
1291
$22K ﹤0.01%
498
-3,028
1292
$22K ﹤0.01%
234
-19,091
1293
$22K ﹤0.01%
500
+195
1294
$21K ﹤0.01%
4,022
+975
1295
$21K ﹤0.01%
266
-846
1296
$21K ﹤0.01%
4,200
-3,600
1297
$21K ﹤0.01%
431
-288
1298
$21K ﹤0.01%
100
-634
1299
$21K ﹤0.01%
970
-280
1300
$21K ﹤0.01%
2,000
-209
50 51
52
53 54