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
926
$68K 0.01%
3,539
-4,656
927
$68K 0.01%
4,822
+4,222
928
$68K 0.01%
1,174
+1,109
929
$68K 0.01%
883
930
$68K 0.01%
2,056
-347
931
$67K 0.01%
807
+11
932
$67K 0.01%
3,074
-522
933
$67K 0.01%
2,722
+980
934
$67K 0.01%
1,046
935
$67K 0.01%
2,092
+314
936
$67K 0.01%
5,589
-143
937
$67K 0.01%
12,321
+11,803
938
$67K 0.01%
3,258
939
$67K 0.01%
1,612
+790
940
$67K 0.01%
833
+38
941
$67K 0.01%
1,967
-54,738
942
$67K 0.01%
5,494
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943
$66K 0.01%
3,171
-400
944
$66K 0.01%
3,470
-4,539
945
$66K 0.01%
1,391
-2,015
946
$66K 0.01%
3,089
-379
947
$66K 0.01%
1,087
+19
948
$66K 0.01%
779
+38
949
$66K 0.01%
6,359
+4,551
950
$66K 0.01%
2,214
+366
36 37
38
39 40