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
26
$6.36M 0.64%
614,388
-137,184
27
$6.3M 0.64%
64,541
-19,490
28
$6.13M 0.62%
39,933
+10,443
29
$6.07M 0.61%
249,488
-20,852
30
$5.98M 0.6%
83,364
-6,810
31
$5.74M 0.58%
31,227
+17
32
$5.69M 0.57%
157,219
+48,102
33
$5.63M 0.57%
44,401
+4,207
34
$5.63M 0.57%
108,802
+37
35
$5.35M 0.54%
20,282
+560
36
$5.31M 0.54%
54,095
-1,868
37
$5.3M 0.53%
+181,516
38
$5.27M 0.53%
40,157
-129
39
$5.03M 0.51%
90,473
+1,405
40
$4.91M 0.5%
124,896
+14,058
41
$4.59M 0.46%
15,678
+482
42
$4.57M 0.46%
92,815
+1,769
43
$4.52M 0.46%
111,228
+56,027
44
$4.49M 0.45%
57,413
+11,436
45
$4.43M 0.45%
63,603
+4,083
46
$4.43M 0.45%
70,419
-23,016
47
$4.39M 0.44%
71,669
-10,354
48
$4.29M 0.43%
74,856
+1,605
49
$4.21M 0.42%
36,643
-30,240
50
$4.15M 0.42%
88,022
+50,565
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