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
576
$183K 0.02%
3,406
+3
577
$183K 0.02%
1,731
+288
578
$181K 0.02%
5,974
+2,635
579
$181K 0.02%
2,061
-17,968
580
$181K 0.02%
2,511
+1,004
581
$179K 0.02%
4,760
+4,500
582
$179K 0.02%
2,241
-1,418
583
$178K 0.02%
12,250
+3,450
584
$178K 0.02%
504
-15
585
$177K 0.02%
5,364
+1,073
586
$177K 0.02%
4,440
-189
587
$176K 0.02%
4,005
+347
588
$175K 0.02%
2,055
-500
589
$175K 0.02%
6,414
-100
590
$174K 0.02%
4,015
-2,175
591
$174K 0.02%
2,483
+205
592
$174K 0.02%
4,045
+910
593
$172K 0.02%
6,524
-200
594
$172K 0.02%
8,352
-43
595
$171K 0.02%
2,590
-100
596
$170K 0.02%
4,360
-49,133
597
$169K 0.02%
2,953
+1,738
598
$169K 0.02%
9,739
-2,216
599
$169K 0.02%
12,491
-1,305
600
$168K 0.02%
2,026
-1,426
22 23
24
25 26