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
151
$1.05M 0.14%
20,865
-26,610
152
$1.05M 0.14%
19,553
-12,902
153
$1.05M 0.14%
24,021
-416
154
$1.04M 0.14%
8,495
-3,617
155
$1.04M 0.14%
28,873
+26,177
156
$1.03M 0.14%
8,390
-15,292
157
$1.02M 0.14%
5,909
-978
158
$1.02M 0.14%
33,710
-2,310
159
$1.01M 0.14%
19,964
+2,702
160
$1M 0.14%
8,946
-19,038
161
$1M 0.14%
11,353
-23,925
162
$999K 0.14%
4,049
-9,209
163
$984K 0.13%
10,978
-31,098
164
$976K 0.13%
7,921
-8,312
165
$975K 0.13%
48,624
+7,699
166
$972K 0.13%
41,438
-21,911
167
$965K 0.13%
31,838
+119
168
$950K 0.13%
3,946
-12,862
169
$948K 0.13%
9,601
+7,720
170
$943K 0.13%
5,860
-13,634
171
$942K 0.13%
17,922
-8,488
172
$933K 0.13%
41,713
+8,053
173
$930K 0.13%
24,222
-47,736
174
$926K 0.13%
11,641
-57,761
175
$912K 0.12%
47,819
-90,826
5 6
7
8 9