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
1776
$5K ﹤0.01%
100
-1,846
1777
$5K ﹤0.01%
+1,600
1778
$5K ﹤0.01%
+230
1779
$5K ﹤0.01%
+72
1780
$5K ﹤0.01%
325
1781
$5K ﹤0.01%
38
-1,086
1782
$5K ﹤0.01%
424
-8,982
1783
$5K ﹤0.01%
80
-50,870
1784
$5K ﹤0.01%
41
-424
1785
$5K ﹤0.01%
89
-148
1786
$5K ﹤0.01%
84
-2,802
1787
$5K ﹤0.01%
116
-45
1788
$5K ﹤0.01%
300
-6,695
1789
$5K ﹤0.01%
37
-65
1790
$5K ﹤0.01%
459
-3,351
1791
$5K ﹤0.01%
119
-544
1792
$5K ﹤0.01%
118
-18,369
1793
$5K ﹤0.01%
600
+500
1794
$5K ﹤0.01%
500
-7,526
1795
– –
0
1796
$5K ﹤0.01%
282
+85
1797
$5K ﹤0.01%
97
-913
1798
$5K ﹤0.01%
8,000
+4,250
1799
$5K ﹤0.01%
75
+51
1800
$5K ﹤0.01%
1,397
70 71
72
73 74