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
2201
$1K ﹤0.01%
33
-450
2202
$1K ﹤0.01%
24
-14,966
2203
$1K ﹤0.01%
460
-1,752
2204
$1K ﹤0.01%
200
-2,016
2205
$1K ﹤0.01%
16
-1,208
2206
$1K ﹤0.01%
132
2207
$1K ﹤0.01%
250
2208
$1K ﹤0.01%
14
2209
$1K ﹤0.01%
33
-17
2210
$1K ﹤0.01%
20
-480
2211
$1K ﹤0.01%
50
-1,746
2212
$1K ﹤0.01%
11
-232
2213
$1K ﹤0.01%
176
-430
2214
$1K ﹤0.01%
41
-15,946
2215
$1K ﹤0.01%
25
-6,574
2216
$1K ﹤0.01%
32
-4,414
2217
$1K ﹤0.01%
17
-30
2218
$1K ﹤0.01%
1,040
-41,438
2219
$1K ﹤0.01%
3
-7
2220
$1K ﹤0.01%
14
-2,429
2221
– –
-2,012
2222
– –
-1,050
2223
$0 ﹤0.01%
+3,000
2224
$0 ﹤0.01%
+67
2225
$0 ﹤0.01%
+22
87 88
89
90 91