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
2601
$0 ﹤0.01%
+12
2602
– –
0
2603
$0 ﹤0.01%
+10
2604
$0 ﹤0.01%
666
2605
$0 ﹤0.01%
+13
2606
$0 ﹤0.01%
8
2607
– –
0
2608
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0
2609
– –
-300
2610
– –
0
2611
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0
2612
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-429
2613
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0
2614
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-28
2615
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0
2616
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2617
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0
2618
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-1,500
2619
– –
-5
2620
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0
2621
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-40
2622
– –
-2,633
2623
– –
0
2624
– –
-2,500
2625
– –
0
103 104
105
106 107