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
2001
$2K ﹤0.01%
100
2002
$2K ﹤0.01%
60
-902
2003
$2K ﹤0.01%
30
-20
2004
$2K ﹤0.01%
72
-1,060
2005
$2K ﹤0.01%
68
-811
2006
$2K ﹤0.01%
15
-2,565
2007
$2K ﹤0.01%
32
-93
2008
$2K ﹤0.01%
50
-370
2009
$2K ﹤0.01%
+65
2010
$2K ﹤0.01%
43
-1,016
2011
$2K ﹤0.01%
160
-3,172
2012
$2K ﹤0.01%
73
-276
2013
$2K ﹤0.01%
77
-527
2014
$2K ﹤0.01%
62
-6,594
2015
$2K ﹤0.01%
217
-100
2016
$2K ﹤0.01%
50
-846
2017
$2K ﹤0.01%
125
+75
2018
$2K ﹤0.01%
+40
2019
$2K ﹤0.01%
+158
2020
$2K ﹤0.01%
19
2021
$2K ﹤0.01%
160
-339
2022
$2K ﹤0.01%
243
-520
2023
$2K ﹤0.01%
833
-33
2024
$2K ﹤0.01%
209
-2,933
2025
$2K ﹤0.01%
15
-30
79 80
81
82 83