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
1226
$32K ﹤0.01%
500
-1,262
1227
$32K ﹤0.01%
2,892
1228
$32K ﹤0.01%
2,921
-568
1229
$32K ﹤0.01%
1,258
-2,070
1230
$32K ﹤0.01%
690
+290
1231
$32K ﹤0.01%
278
-18
1232
$32K ﹤0.01%
115
+106
1233
$32K ﹤0.01%
352
+90
1234
$32K ﹤0.01%
1,296
+145
1235
$32K ﹤0.01%
499
+39
1236
$31K ﹤0.01%
940
-283
1237
$31K ﹤0.01%
468
+22
1238
$31K ﹤0.01%
654
+50
1239
$31K ﹤0.01%
498
-309
1240
$31K ﹤0.01%
3,283
+33
1241
$31K ﹤0.01%
177
+7
1242
$31K ﹤0.01%
356
+2
1243
$31K ﹤0.01%
894
+707
1244
$31K ﹤0.01%
11,841
1245
$31K ﹤0.01%
615
+405
1246
$30K ﹤0.01%
745
-266
1247
$30K ﹤0.01%
974
+70
1248
$30K ﹤0.01%
289
-49
1249
$30K ﹤0.01%
370
+170
1250
$30K ﹤0.01%
660
-12,434
48 49
50
51 52