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
1926
$3K ﹤0.01%
120
-157
1927
$3K ﹤0.01%
14
-261
1928
$3K ﹤0.01%
100
-893
1929
$3K ﹤0.01%
840
+800
1930
$3K ﹤0.01%
336
+192
1931
$3K ﹤0.01%
17
1932
$3K ﹤0.01%
500
+60
1933
$3K ﹤0.01%
47
-264
1934
$3K ﹤0.01%
220
-319
1935
$3K ﹤0.01%
52
-465
1936
$3K ﹤0.01%
106
-6,916
1937
$3K ﹤0.01%
167
-661
1938
$3K ﹤0.01%
28
-2,531
1939
$3K ﹤0.01%
301
-1,201
1940
$3K ﹤0.01%
+302
1941
$3K ﹤0.01%
+1,026
1942
$3K ﹤0.01%
+1,000
1943
$3K ﹤0.01%
160
1944
$3K ﹤0.01%
125
-2,485
1945
$3K ﹤0.01%
29
-392
1946
$3K ﹤0.01%
+417
1947
$3K ﹤0.01%
69
-2,136
1948
$3K ﹤0.01%
145
-586
1949
$3K ﹤0.01%
63
+27
1950
$3K ﹤0.01%
100
76 77
78
79 80