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
2126
$1K ﹤0.01%
126
-503
2127
$1K ﹤0.01%
50
2128
$1K ﹤0.01%
36
-7,300
2129
$1K ﹤0.01%
510
-8,051
2130
$1K ﹤0.01%
18
2131
$1K ﹤0.01%
11
-3,404
2132
$1K ﹤0.01%
105
-29
2133
$1K ﹤0.01%
17
2134
$1K ﹤0.01%
30
-2,333
2135
$1K ﹤0.01%
50
+9
2136
$1K ﹤0.01%
69
-100
2137
$1K ﹤0.01%
36
-243
2138
$1K ﹤0.01%
48
-157
2139
$1K ﹤0.01%
50
-250
2140
$1K ﹤0.01%
40
-26,599
2141
$1K ﹤0.01%
231
2142
$1K ﹤0.01%
825
2143
$1K ﹤0.01%
30
-1,573
2144
$1K ﹤0.01%
1,500
2145
$1K ﹤0.01%
61
-2,699
2146
$1K ﹤0.01%
7
-175
2147
$1K ﹤0.01%
34
2148
$1K ﹤0.01%
43
-392
2149
$1K ﹤0.01%
248
-1,501
2150
$1K ﹤0.01%
4
-113
84 85
86
87 88