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
1551
$10K ﹤0.01%
208
-1,636
1552
$10K ﹤0.01%
417
-5,016
1553
$10K ﹤0.01%
110
-207
1554
$10K ﹤0.01%
200
-272
1555
$10K ﹤0.01%
669
-8,682
1556
$10K ﹤0.01%
+200
1557
$10K ﹤0.01%
25
-264
1558
$10K ﹤0.01%
77
-523
1559
$10K ﹤0.01%
213
-1,634
1560
$10K ﹤0.01%
111
-542
1561
$10K ﹤0.01%
530
-4,639
1562
$10K ﹤0.01%
300
-896
1563
$10K ﹤0.01%
755
-526
1564
$10K ﹤0.01%
400
-1,820
1565
$10K ﹤0.01%
+400
1566
$10K ﹤0.01%
3,864
1567
$10K ﹤0.01%
607
-3,636
1568
$10K ﹤0.01%
400
-3,216
1569
$10K ﹤0.01%
766
-3,921
1570
$10K ﹤0.01%
222
-2,620
1571
$10K ﹤0.01%
174
1572
$10K ﹤0.01%
500
-400
1573
$10K ﹤0.01%
196
-260
1574
$10K ﹤0.01%
+315
1575
$10K ﹤0.01%
229
61 62
63
64 65