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
2176
$1K ﹤0.01%
200
-50
2177
$1K ﹤0.01%
620
-125
2178
$1K ﹤0.01%
+72
2179
$1K ﹤0.01%
+300
2180
$1K ﹤0.01%
+10
2181
$1K ﹤0.01%
+40
2182
$1K ﹤0.01%
+28
2183
$1K ﹤0.01%
4
-13
2184
$1K ﹤0.01%
50
-4,633
2185
$1K ﹤0.01%
+26
2186
$1K ﹤0.01%
9
-159
2187
$1K ﹤0.01%
15
2188
$1K ﹤0.01%
76
-764
2189
$1K ﹤0.01%
65
-81
2190
$1K ﹤0.01%
12
-51
2191
$1K ﹤0.01%
13
-5,094
2192
$1K ﹤0.01%
20
-1,357
2193
$1K ﹤0.01%
175
-1,804
2194
$1K ﹤0.01%
40
-847
2195
$1K ﹤0.01%
28
2196
$1K ﹤0.01%
100
+23
2197
$1K ﹤0.01%
39
-46
2198
$1K ﹤0.01%
20
2199
$1K ﹤0.01%
13
-1,396
2200
$1K ﹤0.01%
20
-3,646
86 87
88
89 90