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
3776
– –
0
3777
– –
0
3778
– –
0
3779
– –
0
3780
– –
0
3781
– –
0
3782
– –
0
3783
– –
0
3784
– –
0
3785
$0 ﹤0.01%
18
3786
– –
-122
3787
– –
0
3788
$0 ﹤0.01%
77
-10
3789
– –
0
3790
– –
-11
3791
$0 ﹤0.01%
390
-16,403
3792
– –
0
3793
– –
0
3794
– –
0
3795
– –
0
3796
– –
-20
3797
– –
0
3798
– –
0
3799
– –
0
3800
– –
-154
150 151
152
153 154