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
801
$94K 0.01%
5,044
+4,963
802
$94K 0.01%
+40
803
$94K 0.01%
4,902
+1,179
804
$94K 0.01%
4,560
+1,180
805
$94K 0.01%
630
-11
806
$94K 0.01%
917
+191
807
$93K 0.01%
2,731
-1,127
808
$93K 0.01%
1,196
+411
809
$93K 0.01%
500
810
$93K 0.01%
1,321
-29
811
$93K 0.01%
2,057
+599
812
$93K 0.01%
3,967
813
$92K 0.01%
+3,312
814
$92K 0.01%
655
+37
815
$92K 0.01%
6,242
-677
816
$91K 0.01%
683
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817
$91K 0.01%
2,689
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818
$91K 0.01%
855
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$91K 0.01%
3,871
-29,615
820
$91K 0.01%
1,836
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821
$91K 0.01%
2,612
+546
822
$91K 0.01%
1,537
+143
823
$90K 0.01%
2,513
-180
824
$90K 0.01%
1,543
-212
825
$90K 0.01%
2,464
-27,945
31 32
33
34 35