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
451
$286K 0.03%
6,648
+477
452
$286K 0.03%
23,959
+7,154
453
$284K 0.03%
1,181
+450
454
$283K 0.03%
12,291
-11,116
455
$282K 0.03%
11,493
-529
456
$282K 0.03%
16,870
-4,670
457
$278K 0.03%
1,772
-159
458
$278K 0.03%
5,484
-484
459
$276K 0.03%
900
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460
$276K 0.03%
4,851
-1,709
461
$276K 0.03%
11,354
-3,460
462
$274K 0.03%
10,969
+8,875
463
$274K 0.03%
1,620
+230
464
$273K 0.03%
2,387
+1,215
465
$271K 0.03%
22,632
+7,785
466
$271K 0.03%
6,377
-24,825
467
$271K 0.03%
14,460
+210
468
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16,906
-6,927
469
$270K 0.03%
6,849
-287
470
$270K 0.03%
4,119
-1,666
471
$270K 0.03%
7,941
+1,629
472
$268K 0.03%
1,994
+541
473
$268K 0.03%
8,070
+2,780
474
$267K 0.03%
16,778
+8,275
475
$267K 0.03%
877
-928
17 18
19
20 21