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
276
$678K 0.07%
27,914
+1,374
277
$676K 0.07%
19,364
+3,181
278
$671K 0.07%
9,847
-1,091
279
$667K 0.07%
9,258
-6,273
280
$660K 0.07%
22,201
+1,029
281
$659K 0.07%
15,800
-848
282
$656K 0.07%
15,121
+1,321
283
$653K 0.07%
8,925
-645
284
$652K 0.07%
7,487
+2,444
285
$651K 0.07%
9,893
+694
286
$651K 0.07%
21,446
-10,776
287
$647K 0.07%
18,664
+17,337
288
$641K 0.06%
14,248
-2,584
289
$636K 0.06%
21,836
+21,296
290
$636K 0.06%
13,209
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291
$630K 0.06%
16,628
+1,165
292
$619K 0.06%
+23,022
293
$619K 0.06%
11,040
-5,489
294
$616K 0.06%
11,992
-1,304
295
$615K 0.06%
13,084
-21,168
296
$614K 0.06%
6,200
+277
297
$611K 0.06%
8,688
-11,444
298
$608K 0.06%
9,025
+8,448
299
$600K 0.06%
4,781
+390
300
$599K 0.06%
9,714
-5
10 11
12
13 14