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
1326
$20K ﹤0.01%
1,740
-628
1327
$20K ﹤0.01%
424
-1,248
1328
$20K ﹤0.01%
+1,374
1329
$20K ﹤0.01%
+1,064
1330
$20K ﹤0.01%
231
-1,070
1331
$20K ﹤0.01%
800
-684
1332
$20K ﹤0.01%
446
-427
1333
$20K ﹤0.01%
1,440
1334
$20K ﹤0.01%
747
+250
1335
$20K ﹤0.01%
200
-659
1336
$20K ﹤0.01%
385
-611
1337
$20K ﹤0.01%
1,760
+860
1338
$20K ﹤0.01%
+2,000
1339
$19K ﹤0.01%
474
-177
1340
$19K ﹤0.01%
400
-2,100
1341
$19K ﹤0.01%
877
-4,224
1342
$19K ﹤0.01%
361
-39
1343
$19K ﹤0.01%
828
-7,004
1344
$19K ﹤0.01%
386
-2,514
1345
$19K ﹤0.01%
154
-2,739
1346
$19K ﹤0.01%
358
-415
1347
$19K ﹤0.01%
314
-100
1348
$19K ﹤0.01%
1,500
+122
1349
$19K ﹤0.01%
3,085
-20,296
1350
$19K ﹤0.01%
1,340
-284
52 53
54
55 56