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
1726
$6K ﹤0.01%
+110
1727
$6K ﹤0.01%
500
-1,690
1728
$6K ﹤0.01%
140
-364
1729
$6K ﹤0.01%
36
-172
1730
$6K ﹤0.01%
781
-2,081
1731
$6K ﹤0.01%
683
1732
$6K ﹤0.01%
141
-571
1733
$6K ﹤0.01%
67
-1,096
1734
$6K ﹤0.01%
+158
1735
$6K ﹤0.01%
500
-510
1736
$6K ﹤0.01%
37
+9
1737
$6K ﹤0.01%
198
-498
1738
$6K ﹤0.01%
122
-352
1739
$6K ﹤0.01%
+36
1740
$6K ﹤0.01%
800
1741
$6K ﹤0.01%
50
-493
1742
$6K ﹤0.01%
1,045
-3,466
1743
$6K ﹤0.01%
+250
1744
$6K ﹤0.01%
2,000
1745
$6K ﹤0.01%
+245
1746
$6K ﹤0.01%
1,250
-19
1747
$6K ﹤0.01%
+696
1748
$6K ﹤0.01%
30
-119
1749
$6K ﹤0.01%
155
1750
$6K ﹤0.01%
58
-199
68 69
70
71 72