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
951
$66K 0.01%
2,326
-172
952
$65K 0.01%
713
-37
953
$65K 0.01%
711
-4,064
954
$65K 0.01%
1,650
955
$65K 0.01%
1,955
+56
956
$65K 0.01%
1,687
+101
957
$65K 0.01%
1,220
958
$64K 0.01%
4,124
+581
959
$64K 0.01%
1,853
-828
960
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1,300
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961
$64K 0.01%
738
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962
$64K 0.01%
3,024
+1,009
963
$64K 0.01%
2,000
964
$64K 0.01%
2,228
+1,087
965
$64K 0.01%
1,612
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966
$64K 0.01%
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968
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2,557
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969
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970
$63K 0.01%
2,167
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971
$63K 0.01%
489
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$62K 0.01%
1,634
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973
$61K 0.01%
668
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974
$61K 0.01%
2,400
975
$60K 0.01%
2,096
-4,460
37 38
39
40 41