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
701
$126K 0.01%
94
-102
702
$125K 0.01%
3,190
+2,003
703
$125K 0.01%
1,554
-2,574
704
$125K 0.01%
1,822
+638
705
$125K 0.01%
4,231
-1,244
706
$125K 0.01%
2,855
-3,068
707
$124K 0.01%
2,147
+297
708
$124K 0.01%
1,006
-553
709
$123K 0.01%
2,995
+636
710
$123K 0.01%
2,054
+94
711
$123K 0.01%
5,979
+3,446
712
$122K 0.01%
1,463
+406
713
$122K 0.01%
2,165
+1,072
714
$122K 0.01%
1,952
+869
715
$122K 0.01%
2,423
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716
$121K 0.01%
9,020
+3,694
717
$121K 0.01%
3,487
718
$121K 0.01%
1,173
-93
719
$121K 0.01%
4,335
+3,685
720
$119K 0.01%
3,138
-947
721
$119K 0.01%
+4,870
722
$119K 0.01%
5,105
-2,316
723
$119K 0.01%
568
-88
724
$119K 0.01%
3,617
-2
725
$118K 0.01%
4,324
-7,872
27 28
29
30 31