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
$990M
AUM Growth
-$340M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,541
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$7.6M
3
+$5.3M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$3.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$3.47M

Top Sells

1
+$10.9M
2
+$10.1M
3
+$9.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.49M

Sector Composition

1 Technology 8.35%
2 Financials 5.06%
3 Healthcare 4.57%
4 Consumer Discretionary 4.29%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$877K 0.09%
18,332
-24,913
227
$875K 0.09%
9,984
-1,226
228
$871K 0.09%
12,093
-766
229
$855K 0.09%
13,908
-17,468
230
$852K 0.09%
34,396
-20
231
$849K 0.09%
7,253
-12,269
232
$846K 0.09%
3,924
+966
233
$846K 0.09%
6,850
-67
234
$845K 0.09%
17,627
+224
235
$845K 0.09%
35,070
-63,740
236
$841K 0.08%
5,427
-9,029
237
$840K 0.08%
15,186
-7,951
238
$835K 0.08%
50,548
+7,055
239
$835K 0.08%
7,043
+2,432
240
$829K 0.08%
16,851
+392
241
$828K 0.08%
7,070
-51
242
$825K 0.08%
12,913
+12,710
243
$819K 0.08%
10,667
-33,010
244
$817K 0.08%
38,004
-29,942
245
$810K 0.08%
23,809
+1,845
246
$807K 0.08%
16,804
-5,393
247
$798K 0.08%
5,835
+1,119
248
$793K 0.08%
38,231
-96,047
249
$793K 0.08%
31,253
-60,251
250
$782K 0.08%
7,366
+148
8 9
10
11 12