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
2101
$1K ﹤0.01%
109
-148
2102
$1K ﹤0.01%
25
2103
$1K ﹤0.01%
28
-5,748
2104
$1K ﹤0.01%
25
-715
2105
$1K ﹤0.01%
201
2106
$1K ﹤0.01%
20
-735
2107
$1K ﹤0.01%
30
2108
$1K ﹤0.01%
18
-2,047
2109
$1K ﹤0.01%
11
-92
2110
$1K ﹤0.01%
25
2111
$1K ﹤0.01%
1
2112
$1K ﹤0.01%
50
-22,137
2113
$1K ﹤0.01%
180
+90
2114
$1K ﹤0.01%
10
2115
$1K ﹤0.01%
68
2116
$1K ﹤0.01%
124
+69
2117
$1K ﹤0.01%
10
-796
2118
$1K ﹤0.01%
40
-680
2119
$1K ﹤0.01%
18
2120
$1K ﹤0.01%
18
-226
2121
$1K ﹤0.01%
15
-22
2122
$1K ﹤0.01%
26
-1,574
2123
$1K ﹤0.01%
10
-2,048
2124
$1K ﹤0.01%
21
-1,078
2125
$1K ﹤0.01%
+75
83 84
85
86 87