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
1576
$10K ﹤0.01%
461
-10,166
1577
$10K ﹤0.01%
+405
1578
$10K ﹤0.01%
+400
1579
$10K ﹤0.01%
2
1580
$10K ﹤0.01%
269
-249
1581
$10K ﹤0.01%
93
-584
1582
$10K ﹤0.01%
274
-6,730
1583
$10K ﹤0.01%
195
-300
1584
$10K ﹤0.01%
174
-618
1585
$10K ﹤0.01%
255
-27
1586
$10K ﹤0.01%
153
-1,109
1587
$10K ﹤0.01%
150
-1,607
1588
$10K ﹤0.01%
+407
1589
$10K ﹤0.01%
145
-14
1590
$10K ﹤0.01%
300
-23,889
1591
$9K ﹤0.01%
365
-398
1592
$9K ﹤0.01%
647
-575
1593
$9K ﹤0.01%
400
-2,611
1594
$9K ﹤0.01%
109
+1
1595
$9K ﹤0.01%
400
1596
$9K ﹤0.01%
800
-2,508
1597
$9K ﹤0.01%
397
-1,014
1598
$9K ﹤0.01%
64
-258
1599
$9K ﹤0.01%
91
-578
1600
$9K ﹤0.01%
+377
62 63
64
65 66