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
676
$138K 0.01%
1,499
-73
677
$137K 0.01%
2,141
+1,616
678
$136K 0.01%
2,350
+716
679
$136K 0.01%
1,188
-3
680
$136K 0.01%
+6,940
681
$136K 0.01%
9,646
-906
682
$135K 0.01%
14,003
+1,812
683
$135K 0.01%
1,819
-1,955
684
$134K 0.01%
2,747
-640
685
$134K 0.01%
1,226
+205
686
$134K 0.01%
760
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687
$133K 0.01%
1,875
+940
688
$133K 0.01%
4,364
-341
689
$133K 0.01%
3,150
+2,865
690
$132K 0.01%
3,094
+701
691
$131K 0.01%
1,290
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692
$131K 0.01%
3,602
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693
$129K 0.01%
2,762
+382
694
$129K 0.01%
15,249
-5,991
695
$128K 0.01%
2,669
+8
696
$128K 0.01%
5,330
697
$128K 0.01%
7,085
+4,750
698
$127K 0.01%
23,164
-11,335
699
$127K 0.01%
6,940
-1,016
700
$127K 0.01%
433
-92
26 27
28
29 30