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
1851
$4K ﹤0.01%
+100
1852
$4K ﹤0.01%
74
-3,251
1853
$4K ﹤0.01%
105
-4,005
1854
$4K ﹤0.01%
266
-5,547
1855
$4K ﹤0.01%
144
-1,946
1856
$4K ﹤0.01%
27
+25
1857
$4K ﹤0.01%
+200
1858
$4K ﹤0.01%
438
+222
1859
$4K ﹤0.01%
325
-6,294
1860
$4K ﹤0.01%
150
-1,577
1861
– –
0
1862
$4K ﹤0.01%
500
1863
$4K ﹤0.01%
475
-1,025
1864
$4K ﹤0.01%
200
1865
$4K ﹤0.01%
155
-2,952
1866
$4K ﹤0.01%
+666
1867
$4K ﹤0.01%
37
1868
$4K ﹤0.01%
218
-9,240
1869
$4K ﹤0.01%
34
-318
1870
$4K ﹤0.01%
30
-897
1871
$4K ﹤0.01%
78
-84
1872
$4K ﹤0.01%
100
1873
$4K ﹤0.01%
60
-722
1874
$4K ﹤0.01%
136
1875
$4K ﹤0.01%
270
-321
73 74
75
76 77