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
1076
$47K ﹤0.01%
1,642
+1,345
1077
$47K ﹤0.01%
1,455
+145
1078
$47K ﹤0.01%
1,943
+179
1079
$47K ﹤0.01%
1,051
-1,860
1080
$46K ﹤0.01%
856
+9
1081
$46K ﹤0.01%
337
+26
1082
$46K ﹤0.01%
+2,000
1083
$46K ﹤0.01%
1,139
+200
1084
$46K ﹤0.01%
580
+553
1085
$46K ﹤0.01%
1,327
+12
1086
$46K ﹤0.01%
625
+7
1087
$46K ﹤0.01%
1,277
-106
1088
$46K ﹤0.01%
27,317
+7,604
1089
$46K ﹤0.01%
1,003
-166
1090
$46K ﹤0.01%
1,077
+139
1091
$46K ﹤0.01%
496
1092
$46K ﹤0.01%
1,133
1093
$46K ﹤0.01%
934
-1,623
1094
$45K ﹤0.01%
2,041
-70
1095
$45K ﹤0.01%
77
+21
1096
$45K ﹤0.01%
462
+104
1097
$45K ﹤0.01%
266
1098
$45K ﹤0.01%
19,200
-2,000
1099
$45K ﹤0.01%
+2,084
1100
$45K ﹤0.01%
841
42 43
44
45 46