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
651
$148K 0.01%
3,024
+671
652
$147K 0.01%
1,118
-1,515
653
$147K 0.01%
6,533
-640
654
$147K 0.01%
1,194
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655
$145K 0.01%
1,111
+266
656
$145K 0.01%
1,666
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657
$144K 0.01%
7,552
-472
658
$144K 0.01%
2,871
+1,969
659
$143K 0.01%
5,280
+695
660
$142K 0.01%
6,234
+6,037
661
$142K 0.01%
5,198
-404
662
$142K 0.01%
1,862
-743
663
$142K 0.01%
1,415
+60
664
$142K 0.01%
3,246
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665
$141K 0.01%
1,640
-15,107
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$141K 0.01%
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667
$141K 0.01%
7,064
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668
$140K 0.01%
2,720
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669
$139K 0.01%
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-534
670
$139K 0.01%
3,722
+266
671
$139K 0.01%
3,296
-132
672
$139K 0.01%
1,065
+84
673
$139K 0.01%
5,107
-20,570
674
$138K 0.01%
7,386
+4,255
675
$138K 0.01%
7,533
+1,534
25 26
27
28 29