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
2151
$1K ﹤0.01%
15
-82
2152
$1K ﹤0.01%
25
-1,100
2153
$1K ﹤0.01%
25
2154
$1K ﹤0.01%
139
-2,951
2155
$1K ﹤0.01%
+20
2156
$1K ﹤0.01%
33
-1
2157
$1K ﹤0.01%
48
2158
$1K ﹤0.01%
16
-651
2159
$1K ﹤0.01%
79
-1,429
2160
$1K ﹤0.01%
26
-140
2161
$1K ﹤0.01%
22
2162
$1K ﹤0.01%
112
-200
2163
$1K ﹤0.01%
114
-100
2164
$1K ﹤0.01%
+50
2165
$1K ﹤0.01%
11
-75
2166
$1K ﹤0.01%
16
-64
2167
$1K ﹤0.01%
59
2168
$1K ﹤0.01%
24
-190
2169
$1K ﹤0.01%
60
-15
2170
$1K ﹤0.01%
45
2171
$1K ﹤0.01%
9
-766
2172
$1K ﹤0.01%
39
-1,532
2173
$1K ﹤0.01%
68
-6,775
2174
$1K ﹤0.01%
257
2175
$1K ﹤0.01%
2,000
-4,359
85 86
87
88 89