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
526
$222K 0.02%
12,475
+6,003
527
$222K 0.02%
10,870
-2,600
528
$222K 0.02%
14,367
+718
529
$221K 0.02%
248
-21
530
$221K 0.02%
5,880
-1,136
531
$220K 0.02%
4,735
-1,447
532
$220K 0.02%
7,534
-23,530
533
$220K 0.02%
4,103
+260
534
$219K 0.02%
1,663
+221
535
$217K 0.02%
9,185
+4,253
536
$216K 0.02%
6,601
-255
537
$214K 0.02%
3,530
-1,303
538
$214K 0.02%
9,234
-1,297
539
$212K 0.02%
14,578
540
$211K 0.02%
+8,403
541
$210K 0.02%
2,755
-237
542
$209K 0.02%
5,657
-349
543
$208K 0.02%
8,129
+6,553
544
$208K 0.02%
4,143
+305
545
$206K 0.02%
21,418
+17,261
546
$206K 0.02%
7,891
+792
547
$203K 0.02%
4,180
-264
548
$202K 0.02%
3,178
-8,675
549
$201K 0.02%
6,739
+1,550
550
$201K 0.02%
9,335
20 21
22
23 24