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
1176
$37K ﹤0.01%
292
-14
1177
$37K ﹤0.01%
1,037
+1,028
1178
$37K ﹤0.01%
3,922
-3,940
1179
$37K ﹤0.01%
951
1180
$37K ﹤0.01%
651
+83
1181
$37K ﹤0.01%
2,474
+92
1182
$37K ﹤0.01%
1,760
+1,318
1183
$36K ﹤0.01%
530
-2
1184
$36K ﹤0.01%
2,100
1185
$36K ﹤0.01%
1,416
-626
1186
$36K ﹤0.01%
1,615
-322
1187
$36K ﹤0.01%
452
+210
1188
$36K ﹤0.01%
1,050
-16,359
1189
$36K ﹤0.01%
1,097
-1,544
1190
$36K ﹤0.01%
788
-71,746
1191
$36K ﹤0.01%
968
+879
1192
$35K ﹤0.01%
355
-8
1193
$35K ﹤0.01%
1,808
-1,440
1194
$35K ﹤0.01%
113
-28
1195
$35K ﹤0.01%
1,147
+233
1196
$35K ﹤0.01%
792
-90
1197
$35K ﹤0.01%
1,271
+602
1198
$35K ﹤0.01%
484
+1
1199
$35K ﹤0.01%
2,945
-7,315
1200
$35K ﹤0.01%
1,652
-815
46 47
48
49 50