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
51
$4.09M 0.41%
80,488
-37,216
52
$3.99M 0.4%
69,104
-4,248
53
$3.98M 0.4%
78,507
-13,701
54
$3.91M 0.39%
45,695
+4,465
55
$3.9M 0.39%
15,205
+1,141
56
$3.89M 0.39%
72,807
-15,880
57
$3.88M 0.39%
124,624
-14,913
58
$3.81M 0.38%
23,470
-1,897
59
$3.75M 0.38%
168,591
-1,563
60
$3.59M 0.36%
155,717
-1,170
61
$3.58M 0.36%
34,507
+1,182
62
$3.58M 0.36%
269,598
+9,204
63
$3.58M 0.36%
69,043
+10,648
64
$3.52M 0.36%
29,333
+28,878
65
$3.47M 0.35%
30,180
+19,935
66
$3.4M 0.34%
65,004
+20,289
67
$3.3M 0.33%
177,880
+26,986
68
$3.17M 0.32%
117,431
+93,512
69
$3.15M 0.32%
102,593
-48,316
70
$3.1M 0.31%
14,034
+1,803
71
$3.02M 0.31%
199,599
-2,862
72
$3.01M 0.3%
71,899
-30,633
73
$2.98M 0.3%
51,660
+420
74
$2.98M 0.3%
58,838
-16,308
75
$2.9M 0.29%
69,928
-4,189
1 2
3
4 5