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
1301
$21K ﹤0.01%
397
-225
1302
$21K ﹤0.01%
625
-6,523
1303
$21K ﹤0.01%
1,849
-4,635
1304
$21K ﹤0.01%
365
-8,092
1305
$21K ﹤0.01%
844
-14,701
1306
$21K ﹤0.01%
100
+26
1307
$21K ﹤0.01%
850
-1,126
1308
$21K ﹤0.01%
+800
1309
$21K ﹤0.01%
1,720
1310
$21K ﹤0.01%
448
-768
1311
$21K ﹤0.01%
161
-139
1312
$21K ﹤0.01%
41
-32
1313
$21K ﹤0.01%
2,611
+1,351
1314
$21K ﹤0.01%
+945
1315
$21K ﹤0.01%
342
-913
1316
$21K ﹤0.01%
405
1317
$20K ﹤0.01%
335
-475
1318
$20K ﹤0.01%
642
-1,641
1319
$20K ﹤0.01%
402
+102
1320
$20K ﹤0.01%
594
1321
$20K ﹤0.01%
497
-213
1322
$20K ﹤0.01%
650
-400
1323
$20K ﹤0.01%
433
-308
1324
$20K ﹤0.01%
61
-538
1325
$20K ﹤0.01%
488
-3,007
51 52
53
54 55