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
76
$2.89M 0.29%
21,078
-142
77
$2.87M 0.29%
+111,875
78
$2.86M 0.29%
26,694
-3,599
79
$2.77M 0.28%
14,145
+2,422
80
$2.77M 0.28%
185,364
-30,030
81
$2.7M 0.27%
9,523
+1,115
82
$2.69M 0.27%
13,753
+875
83
$2.65M 0.27%
50,917
-125
84
$2.64M 0.27%
94,874
+21,730
85
$2.62M 0.26%
42,932
+231
86
$2.58M 0.26%
10,738
+3,219
87
$2.58M 0.26%
70,443
+4,446
88
$2.53M 0.26%
11,230
-2,184
89
$2.47M 0.25%
28,526
-6,440
90
$2.45M 0.25%
244,504
+27,816
91
$2.42M 0.24%
7,511
+404
92
$2.4M 0.24%
26,533
+3,861
93
$2.39M 0.24%
183,402
-173,492
94
$2.37M 0.24%
13,832
-37
95
$2.35M 0.24%
48,998
-2,577
96
$2.34M 0.24%
27,437
-1,612
97
$2.32M 0.23%
66,939
-36,708
98
$2.32M 0.23%
15,133
-4,958
99
$2.31M 0.23%
33,538
+1,332
100
$2.29M 0.23%
48,883
-3,399
2 3
4
5 6