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
1476
$13K ﹤0.01%
1,733
-2,253
1477
$13K ﹤0.01%
+360
1478
$13K ﹤0.01%
800
-1,126
1479
$13K ﹤0.01%
635
-2,365
1480
$13K ﹤0.01%
578
-146
1481
$13K ﹤0.01%
300
+100
1482
$13K ﹤0.01%
+546
1483
$13K ﹤0.01%
+500
1484
$12K ﹤0.01%
400
-1,849
1485
$12K ﹤0.01%
1,000
-1,580
1486
$12K ﹤0.01%
+452
1487
$12K ﹤0.01%
175
1488
$12K ﹤0.01%
1,000
1489
$12K ﹤0.01%
250
-821
1490
$12K ﹤0.01%
2,655
-255
1491
$12K ﹤0.01%
636
-1,496
1492
$12K ﹤0.01%
83
-814
1493
$12K ﹤0.01%
113
-214
1494
$12K ﹤0.01%
524
-1,545
1495
$12K ﹤0.01%
226
-10,421
1496
$12K ﹤0.01%
400
+288
1497
$12K ﹤0.01%
+376
1498
$12K ﹤0.01%
205
-13,120
1499
$12K ﹤0.01%
205
-254
1500
$12K ﹤0.01%
+196
58 59
60
61 62