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
1601
$9K ﹤0.01%
200
-40
1602
$9K ﹤0.01%
620
-4,678
1603
$9K ﹤0.01%
227
1604
$9K ﹤0.01%
+350
1605
$9K ﹤0.01%
164
-1,586
1606
$9K ﹤0.01%
+347
1607
$9K ﹤0.01%
179
-2,291
1608
$9K ﹤0.01%
+429
1609
$9K ﹤0.01%
710
-113
1610
$9K ﹤0.01%
147
-281
1611
$9K ﹤0.01%
111
-5,232
1612
$9K ﹤0.01%
146
1613
$9K ﹤0.01%
164
1614
$9K ﹤0.01%
111
-8,186
1615
$9K ﹤0.01%
542
+257
1616
$9K ﹤0.01%
610
-21,069
1617
$9K ﹤0.01%
2,633
-10,027
1618
$9K ﹤0.01%
450
-5,314
1619
$9K ﹤0.01%
142
-1,203
1620
$9K ﹤0.01%
100
-311
1621
$9K ﹤0.01%
1,000
-6,860
1622
$9K ﹤0.01%
293
-273
1623
$9K ﹤0.01%
1,293
1624
$9K ﹤0.01%
150
-325
1625
$9K ﹤0.01%
+1,833
63 64
65
66 67