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
826
$90K 0.01%
3,156
+2
827
$90K 0.01%
4,855
+471
828
$89K 0.01%
64
+8
829
$89K 0.01%
1,552
-505
830
$89K 0.01%
2,230
831
$89K 0.01%
1,774
-20,212
832
$89K 0.01%
5,508
-3,596
833
$89K 0.01%
2,504
-112,865
834
$89K 0.01%
+5,242
835
$89K 0.01%
453
-175
836
$89K 0.01%
2,446
-1,773
837
$89K 0.01%
4,062
-291
838
$88K 0.01%
4,020
-1,586
839
$88K 0.01%
2,692
+1,970
840
$88K 0.01%
243
841
$88K 0.01%
1,808
+675
842
$87K 0.01%
6,290
+6,150
843
$87K 0.01%
995
+85
844
$87K 0.01%
+7,766
845
$86K 0.01%
829
+45
846
$86K 0.01%
1,108
+138
847
$86K 0.01%
180
+144
848
$86K 0.01%
453
+5
849
$86K 0.01%
3,971
-294
850
$86K 0.01%
4,876
-2,164
32 33
34
35 36