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
776
$100K 0.01%
1,859
+1,856
777
$100K 0.01%
3,046
+299
778
$100K 0.01%
2,038
-151
779
$100K 0.01%
2,761
-336
780
$99K 0.01%
2,122
+1,280
781
$99K 0.01%
2,576
+1,901
782
$99K 0.01%
5,143
+1,782
783
$99K 0.01%
+4,534
784
$98K 0.01%
2,618
785
$98K 0.01%
4,300
+3,081
786
$98K 0.01%
7,708
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787
$98K 0.01%
1,035
788
$98K 0.01%
4,765
-382
789
$98K 0.01%
13,786
+13,481
790
$97K 0.01%
582
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$97K 0.01%
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$97K 0.01%
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793
$97K 0.01%
3,967
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794
$97K 0.01%
388
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795
$97K 0.01%
619
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796
$96K 0.01%
18,926
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$96K 0.01%
2,624
-153
798
$96K 0.01%
3,016
-862
799
$96K 0.01%
683
+343
800
$95K 0.01%
10,198
+3,701
30 31
32
33 34