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
251
$780K 0.08%
7,663
+1,190
252
$780K 0.08%
13,466
+3,383
253
$779K 0.08%
21,470
+591
254
$777K 0.08%
35,844
-11,941
255
$776K 0.08%
5,498
-336
256
$755K 0.08%
13,923
-617
257
$753K 0.08%
6,965
-1,865
258
$745K 0.08%
16,184
-2,538
259
$742K 0.07%
11,762
+1,479
260
$741K 0.07%
11,097
+252
261
$737K 0.07%
9,934
+4,801
262
$730K 0.07%
14,673
+484
263
$730K 0.07%
12,587
+3,210
264
$729K 0.07%
17,572
+2,861
265
$727K 0.07%
36,911
+6,697
266
$727K 0.07%
6,765
-632
267
$726K 0.07%
13,447
+11,633
268
$726K 0.07%
4,456
-176
269
$715K 0.07%
17,644
-8,620
270
$701K 0.07%
6,951
-280
271
$701K 0.07%
6,990
-611
272
$695K 0.07%
18,367
+629
273
$682K 0.07%
16,926
+5,362
274
$680K 0.07%
4,389
+486
275
$680K 0.07%
21,232
-15,343
9 10
11
12 13