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
4026
– –
0
4027
– –
0
4028
– –
0
4029
– –
0
4030
– –
0
4031
– –
0
4032
– –
-1,844
4033
– –
0
4034
– –
0
4035
– –
-452
4036
$0 ﹤0.01%
8
4037
– –
-249
4038
– –
0
4039
– –
0
4040
– –
0
4041
– –
0
4042
$0 ﹤0.01%
1
4043
– –
0
4044
– –
0
4045
– –
0
4046
– –
0
4047
– –
0
4048
– –
0
4049
– –
0
4050
– –
-14,075
160 161
162
163 164