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
1201
$35K ﹤0.01%
82,674
1202
$35K ﹤0.01%
444
+423
1203
$35K ﹤0.01%
2,984
-250
1204
$35K ﹤0.01%
417
+200
1205
$35K ﹤0.01%
1,527
+371
1206
$34K ﹤0.01%
986
+561
1207
$34K ﹤0.01%
551
1208
$34K ﹤0.01%
659
-6
1209
$34K ﹤0.01%
1,767
1210
$34K ﹤0.01%
768
+131
1211
$34K ﹤0.01%
+591
1212
$34K ﹤0.01%
2,337
+45
1213
$34K ﹤0.01%
1,484
-964
1214
$34K ﹤0.01%
1,305
-40,245
1215
$34K ﹤0.01%
1,381
+255
1216
$33K ﹤0.01%
1,283
-152
1217
$33K ﹤0.01%
1,778
+1,418
1218
$33K ﹤0.01%
1,283
-37
1219
$33K ﹤0.01%
806
+755
1220
$33K ﹤0.01%
92
-45
1221
$33K ﹤0.01%
638
+18
1222
$33K ﹤0.01%
903
+616
1223
$33K ﹤0.01%
1,425
1224
$32K ﹤0.01%
+617
1225
$32K ﹤0.01%
1,122
-29
47 48
49
50 51