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
1526
$11K ﹤0.01%
239
-2,360
1527
$11K ﹤0.01%
+825
1528
$11K ﹤0.01%
200
1529
$11K ﹤0.01%
510
-4,039
1530
$11K ﹤0.01%
1,000
1531
$11K ﹤0.01%
170
-1,494
1532
$11K ﹤0.01%
188
-560
1533
$11K ﹤0.01%
226
-164
1534
$11K ﹤0.01%
213
-3,059
1535
$11K ﹤0.01%
+408
1536
$11K ﹤0.01%
250
-128
1537
$11K ﹤0.01%
1,122
-414
1538
$11K ﹤0.01%
+446
1539
$11K ﹤0.01%
+25
1540
$11K ﹤0.01%
+450
1541
$10K ﹤0.01%
109
-14,484
1542
$10K ﹤0.01%
103
1543
$10K ﹤0.01%
75
-8
1544
$10K ﹤0.01%
400
1545
$10K ﹤0.01%
500
-621
1546
$10K ﹤0.01%
+279
1547
$10K ﹤0.01%
769
-9,216
1548
$10K ﹤0.01%
110
-992
1549
$10K ﹤0.01%
72
-1,064
1550
$10K ﹤0.01%
1,090
-1,185
60 61
62
63 64