IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$31.9M 4.36%
112,986
-5,364
2
$20.1M 2.75%
111,957
-130,976
3
$16.1M 2.2%
269,355
+104,503
4
$15.9M 2.18%
335,880
-431,600
5
$15.4M 2.1%
405,240
-300,895
6
$15.2M 2.08%
53,427
-19,262
7
$11.1M 1.51%
143,260
-108,225
8
$10.6M 1.45%
122,198
+61,863
9
$8.34M 1.14%
76,449
-104,049
10
$8.2M 1.12%
91,680
-155,360
11
$8.08M 1.1%
55,848
-114,888
12
$7.81M 1.07%
88,255
-5,378
13
$7.75M 1.06%
127,569
-47,816
14
$7.41M 1.01%
300,027
-135,212
15
$7.34M 1%
133,127
+3,547
16
$6.94M 0.95%
135,299
+30,192
17
$6.75M 0.92%
234,029
+114,265
18
$6.21M 0.85%
241,513
-105,597
19
$6.21M 0.85%
151,976
-133,252
20
$5.95M 0.81%
117,041
-115,610
21
$4.87M 0.66%
35,029
-18,655
22
$4.86M 0.66%
28,978
-26,696
23
$4.71M 0.64%
48,013
-82,220
24
$4.33M 0.59%
42,824
-61,995
25
$4.11M 0.56%
61,348
-5,018
1
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