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
1876
$4K ﹤0.01%
+179
1877
$4K ﹤0.01%
1,025
-1,475
1878
$4K ﹤0.01%
133
-2,100
1879
$4K ﹤0.01%
215
-1,000
1880
$4K ﹤0.01%
+1,350
1881
$4K ﹤0.01%
+528
1882
$4K ﹤0.01%
210
-1,865
1883
$4K ﹤0.01%
740
-10,189
1884
$4K ﹤0.01%
111
+1
1885
$4K ﹤0.01%
40
1886
$4K ﹤0.01%
15
-562
1887
$4K ﹤0.01%
386
-7,126
1888
$4K ﹤0.01%
200
1889
$4K ﹤0.01%
54
-46
1890
$4K ﹤0.01%
+200
1891
$4K ﹤0.01%
331
1892
$4K ﹤0.01%
412
-268
1893
$4K ﹤0.01%
85
-180
1894
$3K ﹤0.01%
+200
1895
$3K ﹤0.01%
59
-611
1896
$3K ﹤0.01%
500
-441
1897
$3K ﹤0.01%
150
+117
1898
$3K ﹤0.01%
50
-344
1899
$3K ﹤0.01%
92
-438
1900
$3K ﹤0.01%
125
-391
74 75
76
77 78