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
1626
$9K ﹤0.01%
152
+36
1627
$9K ﹤0.01%
124
-1,326
1628
$9K ﹤0.01%
54
+21
1629
$9K ﹤0.01%
151
-21
1630
$9K ﹤0.01%
587
-306
1631
$9K ﹤0.01%
700
1632
$9K ﹤0.01%
68
-318
1633
$8K ﹤0.01%
129
-1,244
1634
$8K ﹤0.01%
100
-1,944
1635
$8K ﹤0.01%
2,831
-58
1636
$8K ﹤0.01%
600
-35
1637
$8K ﹤0.01%
63
-246
1638
$8K ﹤0.01%
193
-98
1639
$8K ﹤0.01%
411
+200
1640
$8K ﹤0.01%
200
+155
1641
$8K ﹤0.01%
400
1642
$8K ﹤0.01%
229
-1,369
1643
$8K ﹤0.01%
333
-559
1644
$8K ﹤0.01%
245
-824
1645
$8K ﹤0.01%
443
+168
1646
$8K ﹤0.01%
177
1647
$8K ﹤0.01%
350
1648
$8K ﹤0.01%
80
1649
$8K ﹤0.01%
500
1650
$8K ﹤0.01%
+420
64 65
66
67 68