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
1351
$18K ﹤0.01%
108
-292
1352
$18K ﹤0.01%
716
-4,434
1353
$18K ﹤0.01%
339
+140
1354
$18K ﹤0.01%
+590
1355
$18K ﹤0.01%
700
-682
1356
$18K ﹤0.01%
18
-61
1357
$18K ﹤0.01%
150
-250
1358
$18K ﹤0.01%
550
-36,270
1359
$18K ﹤0.01%
524
+312
1360
$18K ﹤0.01%
377
+277
1361
$18K ﹤0.01%
1,500
1362
$18K ﹤0.01%
+700
1363
$18K ﹤0.01%
275
-38
1364
$18K ﹤0.01%
232
-17,593
1365
$18K ﹤0.01%
6,575
+4,200
1366
$18K ﹤0.01%
+728
1367
$18K ﹤0.01%
1,185
1368
$18K ﹤0.01%
897
+448
1369
$18K ﹤0.01%
351
-2,163
1370
$18K ﹤0.01%
1,780
-23,249
1371
$18K ﹤0.01%
+965
1372
$17K ﹤0.01%
275
-355
1373
$17K ﹤0.01%
1,285
-2,478
1374
$17K ﹤0.01%
1,663
-6,578
1375
$17K ﹤0.01%
528
+100
53 54
55
56 57