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
101
$2.27M 0.23%
13,547
+1,156
102
$2.27M 0.23%
48,497
-62,422
103
$2.26M 0.23%
17,564
-1
104
$2.22M 0.22%
84,531
-16,434
105
$2.21M 0.22%
46,281
+46,015
106
$2.21M 0.22%
18,390
-149
107
$2.2M 0.22%
22,477
-10,723
108
$2.15M 0.22%
11,792
-1,401
109
$2.13M 0.22%
39,285
+7,159
110
$2.1M 0.21%
20,070
+2,609
111
$2.09M 0.21%
38,397
+7,533
112
$2.09M 0.21%
64,789
+1,209
113
$2.08M 0.21%
91,411
+12,853
114
$2.06M 0.21%
68,077
+7,594
115
$2.04M 0.21%
5,781
-392
116
$2.02M 0.2%
52,130
-2,718
117
$2M 0.2%
17,044
+1,210
118
$2M 0.2%
45,047
-19,767
119
$1.97M 0.2%
40,260
+38,554
120
$1.96M 0.2%
23,138
+1,416
121
$1.95M 0.2%
43,903
-551
122
$1.89M 0.19%
24,902
+2,140
123
$1.87M 0.19%
17,044
-166
124
$1.87M 0.19%
44,901
-180
125
$1.87M 0.19%
29,130
-37,984
3 4
5
6 7