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
3526
– –
0
3527
$0 ﹤0.01%
195
3528
$0 ﹤0.01%
16
3529
– –
0
3530
$0 ﹤0.01%
+250
3531
– –
-4,027
3532
– –
0
3533
$0 ﹤0.01%
140
3534
– –
0
3535
$0 ﹤0.01%
85
-1
3536
– –
0
3537
– –
0
3538
– –
0
3539
– –
0
3540
– –
0
3541
– –
-59
3542
– –
0
3543
– –
-67
3544
– –
0
3545
$0 ﹤0.01%
46
-500
3546
– –
0
3547
– –
0
3548
– –
-1,809
3549
– –
0
3550
– –
-244
140 141
142
143 144