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
2076
$1K ﹤0.01%
36
-6,912
2077
$1K ﹤0.01%
18
-754
2078
$1K ﹤0.01%
6
-394
2079
$1K ﹤0.01%
100
2080
$1K ﹤0.01%
25
-159
2081
$1K ﹤0.01%
15
-658
2082
$1K ﹤0.01%
83
-42
2083
$1K ﹤0.01%
41
-72
2084
$1K ﹤0.01%
59
-127
2085
$1K ﹤0.01%
25
-27,425
2086
$1K ﹤0.01%
7
-10
2087
$1K ﹤0.01%
41
-846
2088
$1K ﹤0.01%
102
+2
2089
$1K ﹤0.01%
14
-295
2090
$1K ﹤0.01%
89
-159
2091
$1K ﹤0.01%
88
-883
2092
$1K ﹤0.01%
100
-15
2093
$1K ﹤0.01%
142
-42
2094
$1K ﹤0.01%
+50
2095
$1K ﹤0.01%
+25
2096
$1K ﹤0.01%
10
-1,841
2097
$1K ﹤0.01%
557
+523
2098
$1K ﹤0.01%
6
-16
2099
$1K ﹤0.01%
5
-124
2100
$1K ﹤0.01%
30
82 83
84
85 86