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
1376
$17K ﹤0.01%
790
1377
$17K ﹤0.01%
106
-1,563
1378
$17K ﹤0.01%
400
-457
1379
$17K ﹤0.01%
902
-6,304
1380
$17K ﹤0.01%
512
-582
1381
$17K ﹤0.01%
191
-228
1382
$17K ﹤0.01%
522
-5,544
1383
$17K ﹤0.01%
680
-287
1384
$17K ﹤0.01%
4,000
+3,100
1385
$17K ﹤0.01%
1,725
-86
1386
$16K ﹤0.01%
662
+624
1387
$16K ﹤0.01%
462
-2,915
1388
$16K ﹤0.01%
908
-21,284
1389
$16K ﹤0.01%
430
-3,542
1390
$16K ﹤0.01%
333
-1,274
1391
$16K ﹤0.01%
214
-278
1392
$16K ﹤0.01%
310
-1,927
1393
$16K ﹤0.01%
237
-1,002
1394
$16K ﹤0.01%
361
-3,455
1395
$16K ﹤0.01%
355
-774
1396
$16K ﹤0.01%
738
+237
1397
$16K ﹤0.01%
96
-206
1398
$16K ﹤0.01%
116
-205
1399
$16K ﹤0.01%
257
+114
1400
$16K ﹤0.01%
+1,000
54 55
56
57 58