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
301
$591K 0.06%
10,396
-678
302
$590K 0.06%
25,922
-1,887
303
$588K 0.06%
5,127
+1,767
304
$584K 0.06%
6,754
-9,889
305
$583K 0.06%
38,441
-1,319
306
$583K 0.06%
9,869
-5,785
307
$582K 0.06%
+18,893
308
$581K 0.06%
4,871
-68
309
$579K 0.06%
4,050
+41
310
$577K 0.06%
4,289
+195
311
$575K 0.06%
9,917
-253
312
$572K 0.06%
5,147
+1,324
313
$572K 0.06%
13,843
-3,649
314
$570K 0.06%
26,370
+1,350
315
$569K 0.06%
11,312
-2,053
316
$567K 0.06%
22,713
-1,346
317
$567K 0.06%
10,216
-44
318
$566K 0.06%
15,522
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319
$565K 0.06%
7,363
+345
320
$565K 0.06%
11,362
+3,068
321
$562K 0.06%
10,080
-181,446
322
$557K 0.06%
10,049
+3,681
323
$548K 0.06%
11,082
-602
324
$541K 0.05%
6,749
+435
325
$541K 0.05%
11,309
-34,400
11 12
13
14 15