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
1451
$13K ﹤0.01%
+267
1452
$13K ﹤0.01%
709
-1,029
1453
$13K ﹤0.01%
1,000
-116,504
1454
$13K ﹤0.01%
273
-124
1455
$13K ﹤0.01%
295
+195
1456
$13K ﹤0.01%
300
-2,262
1457
$13K ﹤0.01%
446
+194
1458
$13K ﹤0.01%
1,240
-1,961
1459
$13K ﹤0.01%
219
-362
1460
$13K ﹤0.01%
+249
1461
$13K ﹤0.01%
1,012
+39
1462
$13K ﹤0.01%
+740
1463
$13K ﹤0.01%
177
-168
1464
$13K ﹤0.01%
326
-106
1465
$13K ﹤0.01%
315
-325
1466
$13K ﹤0.01%
350
-23,858
1467
$13K ﹤0.01%
235
-48,646
1468
$13K ﹤0.01%
+1,009
1469
$13K ﹤0.01%
+3,000
1470
$13K ﹤0.01%
243
-847
1471
$13K ﹤0.01%
103
-440
1472
$13K ﹤0.01%
18
-22
1473
$13K ﹤0.01%
6
-13
1474
$13K ﹤0.01%
500
-156
1475
$13K ﹤0.01%
239
+137
57 58
59
60 61