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
1701
$7K ﹤0.01%
2,417
1702
$6K ﹤0.01%
198
-3,584
1703
$6K ﹤0.01%
+140
1704
$6K ﹤0.01%
132
-772
1705
$6K ﹤0.01%
264
+214
1706
$6K ﹤0.01%
262
+61
1707
$6K ﹤0.01%
213
-2,355
1708
$6K ﹤0.01%
+186
1709
$6K ﹤0.01%
257
-154
1710
$6K ﹤0.01%
860
-417
1711
$6K ﹤0.01%
120
1712
$6K ﹤0.01%
465
-3,254
1713
$6K ﹤0.01%
70
-564
1714
$6K ﹤0.01%
1,000
1715
$6K ﹤0.01%
138
-5,773
1716
$6K ﹤0.01%
281
-308
1717
$6K ﹤0.01%
243
1718
$6K ﹤0.01%
200
-165
1719
$6K ﹤0.01%
81
-209
1720
$6K ﹤0.01%
66
+58
1721
$6K ﹤0.01%
240
1722
$6K ﹤0.01%
87
-5
1723
$6K ﹤0.01%
996
-74
1724
$6K ﹤0.01%
85
-111
1725
$6K ﹤0.01%
+625
67 68
69
70 71