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
201
$775K 0.11%
22,744
-24,506
202
$770K 0.11%
14,246
-23,198
203
$769K 0.11%
23,668
+21,331
204
$767K 0.1%
9,568
-41,783
205
$765K 0.1%
9,592
-9,313
206
$756K 0.1%
21,901
+1,181
207
$750K 0.1%
14,530
-4,147
208
$747K 0.1%
32,090
+125
209
$745K 0.1%
6,880
-7,676
210
$744K 0.1%
27,843
+17,340
211
$743K 0.1%
4,849
-21,391
212
$742K 0.1%
17,716
+6,020
213
$741K 0.1%
15,896
-18,684
214
$732K 0.1%
25,374
+1,201
215
$720K 0.1%
9,984
-90,427
216
$718K 0.1%
5,728
-4,485
217
$715K 0.1%
13,936
-13,187
218
$714K 0.1%
4,740
-2,784
219
$710K 0.1%
+27,455
220
$704K 0.1%
11,833
-12,497
221
$697K 0.1%
23,040
-42,558
222
$697K 0.1%
2,310
-5,964
223
$696K 0.1%
8,290
-6,431
224
$696K 0.1%
43,352
-13,604
225
$695K 0.09%
8,022
-36,954
7 8
9
10 11