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
1976
$2K ﹤0.01%
230
-227
1977
$2K ﹤0.01%
28
-644
1978
$2K ﹤0.01%
50
-66
1979
$2K ﹤0.01%
48
-429
1980
$2K ﹤0.01%
134
-1,490
1981
$2K ﹤0.01%
20
-1,319
1982
$2K ﹤0.01%
35
1983
$2K ﹤0.01%
149
-1,179
1984
$2K ﹤0.01%
66
-1,833
1985
$2K ﹤0.01%
27
-10
1986
$2K ﹤0.01%
85
-630
1987
$2K ﹤0.01%
1,048
-3,000
1988
$2K ﹤0.01%
31
-381
1989
$2K ﹤0.01%
119
-129
1990
$2K ﹤0.01%
8
-76
1991
$2K ﹤0.01%
407
-2,488
1992
$2K ﹤0.01%
2
1993
$2K ﹤0.01%
32
+26
1994
$2K ﹤0.01%
35
-1,726
1995
$2K ﹤0.01%
27
-3,183
1996
$2K ﹤0.01%
+76
1997
$2K ﹤0.01%
148
-698
1998
$2K ﹤0.01%
11
-731
1999
$2K ﹤0.01%
130
-3,976
2000
$2K ﹤0.01%
50
-5,733
78 79
80
81 82