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
2051
$2K ﹤0.01%
45
-93
2052
$2K ﹤0.01%
39
-366
2053
$2K ﹤0.01%
100
-106
2054
$2K ﹤0.01%
+212
2055
$2K ﹤0.01%
14
-398
2056
$2K ﹤0.01%
43
-901
2057
$2K ﹤0.01%
11
-523
2058
$2K ﹤0.01%
607
-4,339
2059
$2K ﹤0.01%
184
-133,728
2060
$2K ﹤0.01%
62
-2,308
2061
$2K ﹤0.01%
500
-1,600
2062
$2K ﹤0.01%
251
2063
$2K ﹤0.01%
135
-15
2064
$2K ﹤0.01%
+250
2065
$2K ﹤0.01%
43
-131
2066
$2K ﹤0.01%
500
2067
$2K ﹤0.01%
+1,500
2068
$2K ﹤0.01%
+600
2069
$2K ﹤0.01%
+200
2070
$2K ﹤0.01%
+54
2071
$1K ﹤0.01%
58
-1,364
2072
$1K ﹤0.01%
40
-40
2073
$1K ﹤0.01%
37
-1,021
2074
$1K ﹤0.01%
30
-350
2075
$1K ﹤0.01%
+12
81 82
83
84 85