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
1951
$3K ﹤0.01%
50
-1
1952
$3K ﹤0.01%
41
+29
1953
$3K ﹤0.01%
58
-1,320
1954
$3K ﹤0.01%
28
-1,700
1955
$3K ﹤0.01%
65
-120
1956
$3K ﹤0.01%
28
-8,509
1957
$3K ﹤0.01%
145
-627
1958
$3K ﹤0.01%
52
-81
1959
$3K ﹤0.01%
50
1960
$3K ﹤0.01%
100
-4,125
1961
$3K ﹤0.01%
19
1962
$3K ﹤0.01%
81
-155
1963
$3K ﹤0.01%
100
-1,955
1964
$3K ﹤0.01%
302
1965
$3K ﹤0.01%
18
-130
1966
$2K ﹤0.01%
32
-438
1967
$2K ﹤0.01%
472
-14,484
1968
$2K ﹤0.01%
15
-473
1969
$2K ﹤0.01%
91
-100
1970
$2K ﹤0.01%
1
-98
1971
$2K ﹤0.01%
19
-203
1972
$2K ﹤0.01%
15
-79
1973
$2K ﹤0.01%
200
-101
1974
$2K ﹤0.01%
18
-1,182
1975
$2K ﹤0.01%
1,800
77 78
79
80 81