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
401
$366K 0.04%
+16,959
402
$362K 0.04%
5,948
-1,651
403
$356K 0.04%
10,909
+561
404
$355K 0.04%
6,406
-1,105
405
$353K 0.04%
20,617
+5,103
406
$351K 0.04%
12,223
+8,658
407
$349K 0.04%
6,889
-613
408
$348K 0.04%
2,406
-2,516
409
$346K 0.03%
23,733
+1,259
410
$344K 0.03%
5,520
-288
411
$343K 0.03%
6,894
+749
412
$338K 0.03%
8,251
+3,405
413
$337K 0.03%
1,935
+2
414
$337K 0.03%
1,954
-3,693
415
$336K 0.03%
9,324
-27,643
416
$335K 0.03%
8,849
+3,686
417
$334K 0.03%
10,356
+823
418
$332K 0.03%
27,756
+1,304
419
$331K 0.03%
9,310
+1,471
420
$330K 0.03%
+13,916
421
$327K 0.03%
3,526
+420
422
$327K 0.03%
11,401
-1,046
423
$326K 0.03%
5,286
+1,230
424
$326K 0.03%
14,720
+5,605
425
$325K 0.03%
13,317
-4,222
15 16
17
18 19