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
126
$1.23M 0.17%
9,750
+3,913
127
$1.21M 0.17%
33,916
-5,814
128
$1.21M 0.16%
4,657
-10,791
129
$1.2M 0.16%
10,842
-11,283
130
$1.2M 0.16%
12,078
-13,756
131
$1.19M 0.16%
81,685
-85,106
132
$1.19M 0.16%
12,747
-27,734
133
$1.19M 0.16%
28,050
-56,130
134
$1.18M 0.16%
27,440
-354,496
135
$1.18M 0.16%
22,473
-63,053
136
$1.18M 0.16%
28,627
-13,683
137
$1.16M 0.16%
22,377
-26,485
138
$1.15M 0.16%
10,772
-14,218
139
$1.15M 0.16%
38,526
+37,435
140
$1.14M 0.16%
20,370
-56,686
141
$1.14M 0.16%
8,332
-10,127
142
$1.13M 0.15%
3,260
-6,726
143
$1.12M 0.15%
7,141
-39,953
144
$1.12M 0.15%
19,692
-8,180
145
$1.1M 0.15%
9,326
+9,248
146
$1.09M 0.15%
51,665
-72,404
147
$1.07M 0.15%
7,952
-8,407
148
$1.07M 0.15%
11,630
-24,020
149
$1.06M 0.14%
46,840
-3,355
150
$1.06M 0.14%
21,830
-30,850
4 5
6
7 8