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
1501
$12K ﹤0.01%
189
-1,210
1502
$12K ﹤0.01%
422
-2,586
1503
– –
0
1504
$12K ﹤0.01%
490
-341
1505
$12K ﹤0.01%
315
-1,236
1506
$12K ﹤0.01%
+500
1507
$12K ﹤0.01%
94
+59
1508
$12K ﹤0.01%
429
1509
$12K ﹤0.01%
600
-469
1510
$12K ﹤0.01%
62
-712
1511
$12K ﹤0.01%
469
-2,939
1512
$11K ﹤0.01%
507
1513
$11K ﹤0.01%
886
-10,459
1514
$11K ﹤0.01%
164
-738
1515
$11K ﹤0.01%
800
-28,200
1516
$11K ﹤0.01%
+380
1517
$11K ﹤0.01%
220
-11,316
1518
$11K ﹤0.01%
538
1519
$11K ﹤0.01%
252
-2,743
1520
$11K ﹤0.01%
113
-256
1521
$11K ﹤0.01%
100
-100
1522
$11K ﹤0.01%
+935
1523
$11K ﹤0.01%
168
-986
1524
$11K ﹤0.01%
132
-748
1525
$11K ﹤0.01%
1,152
-7,584
59 60
61
62 63