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
1401
$16K ﹤0.01%
700
-44,442
1402
$16K ﹤0.01%
340
+38
1403
$16K ﹤0.01%
293
-31
1404
$16K ﹤0.01%
564
-2,651
1405
$16K ﹤0.01%
615
-31,855
1406
$15K ﹤0.01%
96
-1,893
1407
$15K ﹤0.01%
298
-2,096
1408
$15K ﹤0.01%
269
-2,363
1409
$15K ﹤0.01%
+1,150
1410
$15K ﹤0.01%
125
+28
1411
$15K ﹤0.01%
150
-30
1412
$15K ﹤0.01%
746
-636
1413
$15K ﹤0.01%
350
-100
1414
$15K ﹤0.01%
800
+101
1415
$15K ﹤0.01%
853
+28
1416
$15K ﹤0.01%
164
-2,170
1417
$15K ﹤0.01%
500
1418
$15K ﹤0.01%
293
-1,021
1419
$15K ﹤0.01%
605
1420
$15K ﹤0.01%
214
1421
$15K ﹤0.01%
200
-2,430
1422
$15K ﹤0.01%
320
-272
1423
$15K ﹤0.01%
600
-1,137
1424
$15K ﹤0.01%
123
-375
1425
$14K ﹤0.01%
484
-2,176
55 56
57
58 59