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
3301
– –
0
3302
– –
0
3303
– –
0
3304
– –
0
3305
– –
0
3306
– –
0
3307
– –
0
3308
– –
0
3309
– –
0
3310
– –
-72
3311
– –
0
3312
– –
0
3313
– –
0
3314
– –
0
3315
– –
0
3316
– –
-8,835
3317
$0 ﹤0.01%
295
-4
3318
– –
0
3319
– –
0
3320
– –
0
3321
– –
0
3322
– –
0
3323
– –
0
3324
– –
0
3325
– –
0
131 132
133
134 135