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
601
$168K 0.02%
4,601
+522
602
$168K 0.02%
3,108
-494
603
$168K 0.02%
10,380
+1,706
604
$167K 0.02%
2,703
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605
$166K 0.02%
10,638
+3,230
606
$166K 0.02%
3,086
-197
607
$165K 0.02%
9,967
+4,584
608
$165K 0.02%
2,086
-3,476
609
$165K 0.02%
1,682
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610
$164K 0.02%
3,366
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611
$163K 0.02%
7,901
+3,113
612
$162K 0.02%
2,756
-8,741
613
$162K 0.02%
6,714
+2,055
614
$161K 0.02%
578
-28
615
$161K 0.02%
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616
$161K 0.02%
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$161K 0.02%
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618
$161K 0.02%
6,211
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$161K 0.02%
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620
$161K 0.02%
1,161
-23
621
$160K 0.02%
4,158
-6,100
622
$160K 0.02%
3,006
+190
623
$158K 0.02%
5,841
+39
624
$158K 0.02%
3,037
-705
625
$158K 0.02%
677
-4
23 24
25
26 27