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
1801
$5K ﹤0.01%
139
-301
1802
$5K ﹤0.01%
52
-7,164
1803
$5K ﹤0.01%
203
-17
1804
$5K ﹤0.01%
56
-1,422
1805
$5K ﹤0.01%
58
1806
$5K ﹤0.01%
58
-89
1807
$5K ﹤0.01%
112
-1,608
1808
$5K ﹤0.01%
186
-696
1809
$5K ﹤0.01%
54
+8
1810
$5K ﹤0.01%
80
-114
1811
$5K ﹤0.01%
2,000
-2,259
1812
$5K ﹤0.01%
58
-180
1813
$5K ﹤0.01%
400
-4,815
1814
$5K ﹤0.01%
225
1815
$5K ﹤0.01%
250
-325
1816
$5K ﹤0.01%
+202
1817
$5K ﹤0.01%
127
-2,282
1818
$5K ﹤0.01%
+200
1819
$5K ﹤0.01%
154
-529
1820
$5K ﹤0.01%
+548
1821
$5K ﹤0.01%
98
-765
1822
$5K ﹤0.01%
502
-606
1823
$5K ﹤0.01%
199
-51,582
1824
$5K ﹤0.01%
+168
1825
$5K ﹤0.01%
+200
71 72
73
74 75