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
1151
$40K ﹤0.01%
1,636
+84
1152
$40K ﹤0.01%
787
+615
1153
$40K ﹤0.01%
73
+3
1154
$40K ﹤0.01%
1,362
+276
1155
$40K ﹤0.01%
1,570
1156
$40K ﹤0.01%
+3
1157
$39K ﹤0.01%
2,925
-9,472
1158
$39K ﹤0.01%
1,350
1159
$39K ﹤0.01%
1,074
+948
1160
$39K ﹤0.01%
1,190
1161
$39K ﹤0.01%
3,285
+129
1162
$39K ﹤0.01%
937
+237
1163
$39K ﹤0.01%
6,519
+5,949
1164
$39K ﹤0.01%
893
1165
$39K ﹤0.01%
777
-326
1166
$38K ﹤0.01%
607
+267
1167
$38K ﹤0.01%
515
+188
1168
$38K ﹤0.01%
3,200
+2,500
1169
$38K ﹤0.01%
711
1170
$38K ﹤0.01%
460
+82
1171
$38K ﹤0.01%
797
-17,968
1172
$38K ﹤0.01%
1,369
+522
1173
$37K ﹤0.01%
2,958
-14
1174
$37K ﹤0.01%
1,079
-2,846
1175
$37K ﹤0.01%
695
+202
45 46
47
48 49