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
326
$537K 0.05%
3,556
+1,275
327
$536K 0.05%
6,800
+550
328
$536K 0.05%
19,894
-28,412
329
$533K 0.05%
17,374
+2,172
330
$533K 0.05%
+20,560
331
$529K 0.05%
17,207
+3,910
332
$527K 0.05%
16,902
+4,314
333
$527K 0.05%
14,510
-3,330
334
$526K 0.05%
3,055
-38
335
$525K 0.05%
9,488
+4,381
336
$525K 0.05%
21,684
+3,273
337
$522K 0.05%
6,558
+218
338
$520K 0.05%
19,637
-63,753
339
$518K 0.05%
5,126
-12,928
340
$513K 0.05%
6,093
+4,091
341
$513K 0.05%
22,550
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342
$509K 0.05%
5,219
-2,047
343
$506K 0.05%
7,204
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344
$506K 0.05%
2,663
-168
345
$504K 0.05%
10,332
+1,234
346
$503K 0.05%
5,730
+424
347
$502K 0.05%
13,890
-264
348
$501K 0.05%
75,668
+72,351
349
$499K 0.05%
38,240
-252,568
350
$498K 0.05%
3,206
-183
12 13
14
15 16