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
626
$158K 0.02%
2,534
+201
627
$157K 0.02%
1,124
-51
628
$157K 0.02%
8,029
+115
629
$156K 0.02%
5,195
+2,644
630
$155K 0.02%
2,805
-143
631
$155K 0.02%
4,707
+357
632
$155K 0.02%
1,622
+270
633
$155K 0.02%
30,253
+659
634
$155K 0.02%
6,912
+1,086
635
$154K 0.02%
2,852
+118
636
$153K 0.02%
2,500
637
$153K 0.02%
16,894
-2,248
638
$152K 0.02%
5,149
-5,392
639
$152K 0.02%
4,175
+185
640
$152K 0.02%
1,010
+143
641
$152K 0.02%
2,995
-1,596
642
$152K 0.02%
2,642
+915
643
$151K 0.02%
6,167
+2,155
644
$151K 0.02%
5,433
+2,756
645
$151K 0.02%
3,494
+1,390
646
$149K 0.02%
5,177
-22,439
647
$149K 0.02%
1,740
+133
648
$149K 0.02%
6,419
-74
649
$149K 0.02%
1,157
-1,644
650
$148K 0.01%
2,913
+1,900
24 25
26
27 28