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
1901
$3K ﹤0.01%
36
-52
1902
$3K ﹤0.01%
40
-889
1903
$3K ﹤0.01%
32
-117
1904
$3K ﹤0.01%
91
-2,523
1905
$3K ﹤0.01%
+125
1906
$3K ﹤0.01%
200
-11,177
1907
$3K ﹤0.01%
116
+71
1908
$3K ﹤0.01%
66
-12,388
1909
$3K ﹤0.01%
100
-25
1910
$3K ﹤0.01%
1
1911
$3K ﹤0.01%
+33
1912
$3K ﹤0.01%
1,000
-1,062,663
1913
$3K ﹤0.01%
528
1914
$3K ﹤0.01%
228
+205
1915
$3K ﹤0.01%
68
1916
$3K ﹤0.01%
165
-2,394
1917
$3K ﹤0.01%
102
-4,526
1918
$3K ﹤0.01%
111
-687
1919
$3K ﹤0.01%
50
-1,266
1920
$3K ﹤0.01%
115
-1,828
1921
$3K ﹤0.01%
75
-2,775
1922
$3K ﹤0.01%
+69
1923
$3K ﹤0.01%
50
-261
1924
$3K ﹤0.01%
68
-1,833
1925
$3K ﹤0.01%
45
-187
75 76
77
78 79