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
851
$86K 0.01%
1,745
-594
852
$85K 0.01%
1,775
+5
853
$85K 0.01%
2,556
+412
854
$85K 0.01%
1,418
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$85K 0.01%
2,423
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$84K 0.01%
1,036
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$84K 0.01%
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858
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3,277
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859
$84K 0.01%
945
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861
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577
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862
$84K 0.01%
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863
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446
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$83K 0.01%
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865
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369
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$81K 0.01%
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$81K 0.01%
1,276
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874
$81K 0.01%
408
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875
$81K 0.01%
2,319
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33 34
35
36 37