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
351
$495K 0.05%
15,653
-6,771
352
$492K 0.05%
5,280
-347
353
$491K 0.05%
1,103
354
$489K 0.05%
14,697
-7,609
355
$477K 0.05%
9,473
-1,320
356
$475K 0.05%
1,843
-189
357
$471K 0.05%
3,708
-589
358
$463K 0.05%
10,302
-1,698
359
$460K 0.05%
12,779
360
$460K 0.05%
+18,490
361
$455K 0.05%
5,581
-867
362
$454K 0.05%
29,168
+1,345
363
$454K 0.05%
8,300
-1,060
364
$453K 0.05%
17,597
-56,720
365
$453K 0.05%
2,990
+11
366
$451K 0.05%
4,801
-3,500
367
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7,638
-212
368
$449K 0.05%
9,777
-1,892
369
$444K 0.04%
3,732
-1,382
370
$442K 0.04%
5,401
-186
371
$437K 0.04%
16,694
+5,465
372
$429K 0.04%
24,671
-4,295
373
$427K 0.04%
2,125
-212
374
$424K 0.04%
14,504
+11,902
375
$424K 0.04%
18,361
+151
13 14
15
16 17