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
426
$323K 0.03%
3,355
-118
427
$323K 0.03%
13,918
+2,755
428
$320K 0.03%
9,280
+684
429
$316K 0.03%
7,733
+5,198
430
$315K 0.03%
7,143
+1,650
431
$310K 0.03%
5,785
-1,937
432
$309K 0.03%
16,059
+12,377
433
$309K 0.03%
3,627
+3,094
434
$308K 0.03%
6,910
-1,710
435
$306K 0.03%
8,198
+5,723
436
$305K 0.03%
9,009
+997
437
$301K 0.03%
4,734
+2,695
438
$301K 0.03%
9,061
+574
439
$300K 0.03%
660
+13
440
$299K 0.03%
2,431
-61
441
$298K 0.03%
2,951
-1,405
442
$297K 0.03%
1,803
+308
443
$296K 0.03%
6,475
-8,871
444
$296K 0.03%
1,075
+103
445
$294K 0.03%
2,107
+180
446
$293K 0.03%
9,383
+2,937
447
$293K 0.03%
4,607
+4,403
448
$291K 0.03%
5,430
+5,074
449
$290K 0.03%
3,548
+550
450
$289K 0.03%
8,375
-5,644
16 17
18
19 20