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
376
$423K 0.04%
2,412
-822
377
$421K 0.04%
80,539
-8,672
378
$421K 0.04%
2,855
-167
379
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8,449
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380
$417K 0.04%
15,950
-5,530
381
$415K 0.04%
19,063
-1,172
382
$414K 0.04%
19,219
-1,794
383
$412K 0.04%
4,489
+2,533
384
$410K 0.04%
8,992
+3,259
385
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4,702
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386
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20,285
+10,345
387
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6,239
+1,123
388
$390K 0.04%
46,625
-2,245
389
$389K 0.04%
4,855
-17,193
390
$388K 0.04%
6,011
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391
$387K 0.04%
19,989
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392
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16,022
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393
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8,588
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394
$383K 0.04%
8,737
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395
$382K 0.04%
12,778
-263
396
$382K 0.04%
4,535
-2,554
397
$379K 0.04%
7,871
-1,490
398
$377K 0.04%
47,650
+46,555
399
$371K 0.04%
19,356
+17,130
400
$367K 0.04%
3,485
-3,822
14 15
16
17 18