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
726
$118K 0.01%
5,452
+5,071
727
$118K 0.01%
6,633
+1,958
728
$118K 0.01%
5,344
-1,394
729
$118K 0.01%
1,671
+975
730
$118K 0.01%
4,555
+275
731
$117K 0.01%
582
-72
732
$116K 0.01%
790
-3
733
$116K 0.01%
3,328
-8,423
734
$115K 0.01%
9,202
-1,055
735
$115K 0.01%
1,153
736
$115K 0.01%
1,483
-160
737
$114K 0.01%
17,278
+1,937
738
$114K 0.01%
5,144
-285
739
$114K 0.01%
4,014
+1,813
740
$113K 0.01%
2,382
-153
741
$113K 0.01%
760
-14
742
$112K 0.01%
772
-97
743
$112K 0.01%
1,195
+134
744
$112K 0.01%
4,119
+328
745
$111K 0.01%
25,430
746
$110K 0.01%
4,847
-9,044
747
$110K 0.01%
2,008
-582
748
$110K 0.01%
2,451
+876
749
$110K 0.01%
6,401
+144
750
$109K 0.01%
3,782
-1,340
28 29
30
31 32