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
1676
$7K ﹤0.01%
230
1677
$7K ﹤0.01%
100
-3,276
1678
$7K ﹤0.01%
1,026
-11,773
1679
$7K ﹤0.01%
157
-1,170
1680
$7K ﹤0.01%
214
-433
1681
$7K ﹤0.01%
247
+73
1682
$7K ﹤0.01%
115
-161
1683
$7K ﹤0.01%
54
-59
1684
$7K ﹤0.01%
150
-1,112
1685
$7K ﹤0.01%
100
-1,347
1686
$7K ﹤0.01%
614
-3,200
1687
$7K ﹤0.01%
152
+113
1688
$7K ﹤0.01%
523
-427
1689
$7K ﹤0.01%
280
1690
$7K ﹤0.01%
500
-350
1691
$7K ﹤0.01%
195
-205
1692
$7K ﹤0.01%
100
1693
$7K ﹤0.01%
+1,000
1694
$7K ﹤0.01%
256
-1,659
1695
$7K ﹤0.01%
38
-861
1696
$7K ﹤0.01%
86
-142
1697
$7K ﹤0.01%
1,679
1698
$7K ﹤0.01%
1,206
-500
1699
$7K ﹤0.01%
338
-260
1700
$7K ﹤0.01%
900
-1,500
66 67
68
69 70