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
1826
$5K ﹤0.01%
90
-9,647
1827
$5K ﹤0.01%
+120
1828
$5K ﹤0.01%
32
-74
1829
$5K ﹤0.01%
475
-1,296
1830
$5K ﹤0.01%
+548
1831
$5K ﹤0.01%
50
+14
1832
$4K ﹤0.01%
67
1833
$4K ﹤0.01%
+20
1834
$4K ﹤0.01%
4
-550
1835
$4K ﹤0.01%
83
-509
1836
$4K ﹤0.01%
+325
1837
$4K ﹤0.01%
114
1838
$4K ﹤0.01%
19
-53,600
1839
$4K ﹤0.01%
300
1840
$4K ﹤0.01%
75
1841
$4K ﹤0.01%
72
-216
1842
$4K ﹤0.01%
161
-1,753
1843
$4K ﹤0.01%
+250
1844
$4K ﹤0.01%
+1,159
1845
$4K ﹤0.01%
261
1846
$4K ﹤0.01%
37
-178
1847
$4K ﹤0.01%
68
-525
1848
$4K ﹤0.01%
55
-174
1849
$4K ﹤0.01%
50
-1,942
1850
$4K ﹤0.01%
47
-883
72 73
74
75 76