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
901
$75K 0.01%
12,087
902
$75K 0.01%
1,530
903
$75K 0.01%
630
+159
904
$75K 0.01%
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905
$75K 0.01%
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-234
906
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1,929
-107
907
$74K 0.01%
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908
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909
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1,284
910
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2,500
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911
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1,529
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912
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913
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720
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914
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915
$70K 0.01%
3,398
-536
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1,393
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1,425
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923
$69K 0.01%
2,955
924
$69K 0.01%
1,092
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925
$69K 0.01%
966
+128
35 36
37
38 39