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
3501
– –
0
3502
– –
0
3503
– –
0
3504
– –
0
3505
– –
0
3506
– –
0
3507
$0 ﹤0.01%
385
3508
– –
0
3509
$0 ﹤0.01%
40
-763
3510
– –
0
3511
– –
0
3512
– –
0
3513
– –
0
3514
$0 ﹤0.01%
+135
3515
– –
0
3516
– –
0
3517
– –
0
3518
– –
0
3519
– –
0
3520
$0 ﹤0.01%
74
3521
– –
0
3522
– –
0
3523
– –
-13
3524
$0 ﹤0.01%
229
+70
3525
– –
0
139 140
141
142 143