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
176
$909K 0.12%
10,826
+7,168
177
$901K 0.12%
20,964
-35,465
178
$901K 0.12%
11,077
-7,162
179
$897K 0.12%
29,257
+28,257
180
$881K 0.12%
7,962
+3,689
181
$880K 0.12%
35,512
+23,272
182
$864K 0.12%
10,811
-31,137
183
$864K 0.12%
17,446
-20,394
184
$862K 0.12%
11,504
-16,779
185
$855K 0.12%
38,826
-2,823
186
$853K 0.12%
11,081
-39,784
187
$845K 0.12%
17,102
+8,769
188
$839K 0.11%
17,695
+15,545
189
$830K 0.11%
4,565
-2,980
190
$826K 0.11%
7,738
+2,627
191
$825K 0.11%
43,967
+43,864
192
$817K 0.11%
33,233
-56,357
193
$812K 0.11%
32,938
-17,396
194
$808K 0.11%
90,991
-109,212
195
$807K 0.11%
15,660
-7,493
196
$799K 0.11%
30,786
-6,417
197
$795K 0.11%
5,035
-2,954
198
$795K 0.11%
24,463
-1,952
199
$785K 0.11%
15,466
+10,847
200
$783K 0.11%
9,498
-11,837
6 7
8
9 10