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
751
$109K 0.01%
6,415
752
$109K 0.01%
4,480
-34,937
753
$107K 0.01%
1,452
+553
754
$107K 0.01%
294
-167
755
$107K 0.01%
2,572
+104
756
$107K 0.01%
3,185
-510
757
$107K 0.01%
667
-87
758
$107K 0.01%
+2,088
759
$106K 0.01%
1,996
-623
760
$106K 0.01%
5,065
+22
761
$105K 0.01%
2,614
762
$105K 0.01%
3,996
+1,859
763
$105K 0.01%
3,518
+348
764
$105K 0.01%
6,633
+166
765
$104K 0.01%
1,189
+60
766
$103K 0.01%
2,188
+14
767
$103K 0.01%
+3,343
768
$103K 0.01%
1,200
-965
769
$103K 0.01%
4,256
-2,085
770
$102K 0.01%
3,665
-602
771
$102K 0.01%
7,990
+93
772
$102K 0.01%
8,791
-5,485
773
$101K 0.01%
1,332
+815
774
$101K 0.01%
104
+42
775
$101K 0.01%
+4,198
29 30
31
32 33