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
4301
$0 ﹤0.01%
27
4302
– –
0
4303
– –
-20
4304
– –
0
4305
– –
-54
4306
– –
-62
4307
– –
0
4308
– –
0
4309
– –
0
4310
– –
0
4311
– –
0
4312
– –
0
4313
– –
0
4314
– –
0
4315
– –
0
4316
– –
-1,000
4317
– –
0
4318
– –
0
4319
– –
0
4320
– –
0
4321
– –
0
4322
– –
0
4323
– –
0
4324
– –
-11
4325
– –
0
171 172
173
174 175