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
1101
$45K ﹤0.01%
3,459
+184
1102
$45K ﹤0.01%
6,900
+1,000
1103
$44K ﹤0.01%
538
+303
1104
$44K ﹤0.01%
1,325
+250
1105
$44K ﹤0.01%
1,676
+1,362
1106
$44K ﹤0.01%
1,198
+446
1107
$44K ﹤0.01%
625
+449
1108
$44K ﹤0.01%
2,355
-1,064
1109
$44K ﹤0.01%
1,970
+2
1110
$44K ﹤0.01%
1,710
+75
1111
$44K ﹤0.01%
13,175
-1,560
1112
$44K ﹤0.01%
1,204
-19
1113
$44K ﹤0.01%
1,305
1114
$43K ﹤0.01%
644
+234
1115
$43K ﹤0.01%
434
+76
1116
$43K ﹤0.01%
287
-2
1117
$43K ﹤0.01%
2,408
1118
$43K ﹤0.01%
3,126
+594
1119
$43K ﹤0.01%
428
+58
1120
$43K ﹤0.01%
868
-96
1121
$43K ﹤0.01%
+1,861
1122
$43K ﹤0.01%
336
-68
1123
$43K ﹤0.01%
1,729
+595
1124
$43K ﹤0.01%
856
-172
1125
$43K ﹤0.01%
714
+15
43 44
45
46 47