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
476
$265K 0.03%
7,049
+93
477
$262K 0.03%
9,278
+7,385
478
$260K 0.03%
3,594
+160
479
$260K 0.03%
2,013
-104
480
$258K 0.03%
1,083
+151
481
$258K 0.03%
7,167
-1,288
482
$256K 0.03%
8,067
-34,875
483
$255K 0.03%
6,652
+494
484
$254K 0.03%
4,408
+2,244
485
$254K 0.03%
19,076
-1,496
486
$254K 0.03%
2,223
+2,052
487
$253K 0.03%
2,410
-555
488
$253K 0.03%
1,897
-193
489
$249K 0.03%
2,579
-876
490
$249K 0.03%
8,610
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491
$247K 0.02%
9,791
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492
$247K 0.02%
6,690
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493
$244K 0.02%
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494
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2,225
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495
$244K 0.02%
9,902
-1,175
496
$244K 0.02%
5,443
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497
$242K 0.02%
2,220
+29
498
$242K 0.02%
13,192
+424
499
$240K 0.02%
1,589
-688
500
$236K 0.02%
1,773
-26
18 19
20
21 22