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
1651
$8K ﹤0.01%
14
-356
1652
$8K ﹤0.01%
900
-5,600
1653
$8K ﹤0.01%
+125
1654
$8K ﹤0.01%
449
-547
1655
$8K ﹤0.01%
400
1656
$8K ﹤0.01%
350
-1,905
1657
$8K ﹤0.01%
124
-382
1658
$8K ﹤0.01%
582
-425
1659
$8K ﹤0.01%
1,445
+1,245
1660
$8K ﹤0.01%
338
+100
1661
$8K ﹤0.01%
570
+335
1662
$8K ﹤0.01%
157
-1,682
1663
$8K ﹤0.01%
+266
1664
$8K ﹤0.01%
100
-194
1665
$8K ﹤0.01%
329
-344
1666
$8K ﹤0.01%
215
1667
$8K ﹤0.01%
3
1668
$8K ﹤0.01%
212
-8,532
1669
$8K ﹤0.01%
400
-250
1670
$8K ﹤0.01%
3,924
-1
1671
$8K ﹤0.01%
249
1672
$8K ﹤0.01%
+1,260
1673
$7K ﹤0.01%
400
-3,566
1674
$7K ﹤0.01%
125
-27,243
1675
$7K ﹤0.01%
141
-646
65 66
67
68 69