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
2826
– –
0
2827
– –
-3,907
2828
– –
0
2829
– –
0
2830
– –
0
2831
– –
0
2832
– –
0
2833
– –
0
2834
– –
-2,200
2835
– –
0
2836
– –
0
2837
$0 ﹤0.01%
+33
2838
– –
0
2839
$0 ﹤0.01%
2
2840
– –
0
2841
– –
0
2842
– –
0
2843
– –
0
2844
– –
0
2845
– –
0
2846
– –
-200
2847
– –
-90
2848
– –
0
2849
– –
0
2850
– –
0
112 113
114
115 116