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
1126
$42K ﹤0.01%
17,078
+1,327
1127
$42K ﹤0.01%
2,417
-261
1128
$42K ﹤0.01%
1,048
+174
1129
$42K ﹤0.01%
519
+72
1130
$42K ﹤0.01%
2,335
+52
1131
$42K ﹤0.01%
487
-1,020
1132
$42K ﹤0.01%
713
-3,964
1133
$42K ﹤0.01%
11,788
+11,509
1134
$42K ﹤0.01%
6,035
+5,062
1135
$42K ﹤0.01%
3,019
+252
1136
$42K ﹤0.01%
317
-38
1137
$42K ﹤0.01%
2,138
+1,210
1138
$41K ﹤0.01%
843
+5
1139
$41K ﹤0.01%
408
-434
1140
$41K ﹤0.01%
1,336
-1,189
1141
$41K ﹤0.01%
450
+16
1142
$41K ﹤0.01%
1,374
+213
1143
$41K ﹤0.01%
862
-23
1144
$41K ﹤0.01%
1,620
-1,520
1145
$41K ﹤0.01%
1,652
+515
1146
$41K ﹤0.01%
675
+531
1147
$40K ﹤0.01%
425
1148
$40K ﹤0.01%
1,539
-12
1149
$40K ﹤0.01%
894
1150
$40K ﹤0.01%
1,765
-280,937
44 45
46
47 48