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
1426
$14K ﹤0.01%
74
-152
1427
$14K ﹤0.01%
104
-2,554
1428
$14K ﹤0.01%
153
-709
1429
$14K ﹤0.01%
300
-858
1430
$14K ﹤0.01%
180
-2,071
1431
$14K ﹤0.01%
150
-2,757
1432
$14K ﹤0.01%
236
-2,133
1433
$14K ﹤0.01%
2,203
-4,652
1434
$14K ﹤0.01%
475
1435
$14K ﹤0.01%
+600
1436
$14K ﹤0.01%
145
-466
1437
$14K ﹤0.01%
201
-3,873
1438
$14K ﹤0.01%
1,556
+41
1439
$14K ﹤0.01%
728
-4,706
1440
$14K ﹤0.01%
1,965
-2
1441
$14K ﹤0.01%
+432
1442
$14K ﹤0.01%
1,015
1443
$14K ﹤0.01%
900
-2,554
1444
$14K ﹤0.01%
679
1445
$14K ﹤0.01%
1,140
-864
1446
$14K ﹤0.01%
637
+500
1447
$14K ﹤0.01%
276
-3,257
1448
$13K ﹤0.01%
287
-193
1449
$13K ﹤0.01%
421
-14,810
1450
$13K ﹤0.01%
94
-269
56 57
58
59 60