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
551
$200K 0.02%
648
-46
552
$200K 0.02%
8,503
+110
553
$198K 0.02%
12,349
-2,422
554
$197K 0.02%
7,080
-642
555
$197K 0.02%
3,061
-853
556
$197K 0.02%
7,969
-1,786
557
$196K 0.02%
6,437
+1,492
558
$193K 0.02%
2,664
+82
559
$192K 0.02%
6,113
-600
560
$192K 0.02%
4,306
+460
561
$191K 0.02%
8,506
-337
562
$190K 0.02%
3,949
+50
563
$190K 0.02%
3,321
-842
564
$190K 0.02%
4,941
-215
565
$190K 0.02%
5,280
-5,415
566
$190K 0.02%
150
567
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8,415
-2,515
568
$189K 0.02%
5,092
-342
569
$188K 0.02%
846
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570
$188K 0.02%
3,871
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571
$188K 0.02%
3,840
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572
$186K 0.02%
6,164
+1,101
573
$186K 0.02%
4,780
+374
574
$185K 0.02%
5,038
+3,521
575
$184K 0.02%
5,908
-2,412
21 22
23
24 25