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
1026
$53K 0.01%
6,855
+6,769
1027
$53K 0.01%
7,298
+9
1028
$53K 0.01%
1,346
+50
1029
$52K 0.01%
2,207
-46
1030
$52K 0.01%
1,126
-5,722
1031
$52K 0.01%
13,738
-10,000
1032
$52K 0.01%
1,822
-1,882
1033
$52K 0.01%
7,098
+2,873
1034
$52K 0.01%
3,470
-290
1035
$52K 0.01%
1,201
-621
1036
$52K 0.01%
1,877
+120
1037
$52K 0.01%
971
+30
1038
$51K 0.01%
1,429
+729
1039
$51K 0.01%
1,515
+1,475
1040
$51K 0.01%
999
+514
1041
$51K 0.01%
3,850
-1,450
1042
$51K 0.01%
367
-48
1043
$51K 0.01%
1,338
+1,220
1044
$51K 0.01%
2,141
+1,437
1045
$51K 0.01%
993
-18,529
1046
$51K 0.01%
1,829
-5,892
1047
$50K 0.01%
12,500
+2,500
1048
$50K 0.01%
59
+2
1049
$50K 0.01%
1,650
1050
$50K 0.01%
950
-1,362
40 41
42
43 44