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
876
$81K 0.01%
278
-9
877
$81K 0.01%
1,342
+72
878
$80K 0.01%
3,896
+712
879
$80K 0.01%
+177
880
$80K 0.01%
1,608
-171
881
$80K 0.01%
666
+60
882
$80K 0.01%
5,948
+126
883
$79K 0.01%
1,930
-98
884
$79K 0.01%
1,673
-1,069
885
$79K 0.01%
4,770
-46,221
886
$79K 0.01%
1,859
-3,540
887
$78K 0.01%
+1,278
888
$78K 0.01%
6,281
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889
$78K 0.01%
1,979
-6,784
890
$77K 0.01%
790
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891
$77K 0.01%
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892
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893
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894
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3,029
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895
$77K 0.01%
3,180
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896
$76K 0.01%
814
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897
$76K 0.01%
1,315
-213
898
$76K 0.01%
2,803
+323
899
$76K 0.01%
+4,106
900
$75K 0.01%
3,936
-4,336
34 35
36
37 38