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
501
$235K 0.02%
9,640
-21
502
$235K 0.02%
3,532
+1,948
503
$235K 0.02%
2,376
+16
504
$234K 0.02%
15,485
+3,435
505
$234K 0.02%
3,058
+46
506
$234K 0.02%
10,947
-2,914
507
$233K 0.02%
3,240
+2,435
508
$232K 0.02%
2,090
-43
509
$230K 0.02%
28,746
+28,145
510
$230K 0.02%
13,770
-36,365
511
$229K 0.02%
+675
512
$229K 0.02%
1,155
+547
513
$227K 0.02%
9,269
+167
514
$227K 0.02%
1,536
+679
515
$226K 0.02%
2,920
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516
$225K 0.02%
3,604
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517
$225K 0.02%
5,756
+3,860
518
$224K 0.02%
+4,462
519
$224K 0.02%
+3,099
520
$224K 0.02%
1,458
-160
521
$223K 0.02%
8,662
+4,200
522
$223K 0.02%
995
+309
523
$223K 0.02%
9,911
-1,254
524
$222K 0.02%
8,975
-4,513
525
$222K 0.02%
1,317
+57
19 20
21
22 23