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
1251
$30K ﹤0.01%
1,731
-8,619
1252
$30K ﹤0.01%
723
+90
1253
$30K ﹤0.01%
544
-13
1254
$30K ﹤0.01%
1,999
-338
1255
$30K ﹤0.01%
376
-479
1256
$30K ﹤0.01%
2,253
+1,912
1257
$29K ﹤0.01%
602
1258
$29K ﹤0.01%
611
1259
$29K ﹤0.01%
350
-5,295
1260
$29K ﹤0.01%
209
+8
1261
$29K ﹤0.01%
133
+2
1262
$29K ﹤0.01%
1,130
+5
1263
$29K ﹤0.01%
1,522
+582
1264
$29K ﹤0.01%
445
1265
$29K ﹤0.01%
630
-213
1266
$29K ﹤0.01%
2,171
-279
1267
$29K ﹤0.01%
1,515
+36
1268
$29K ﹤0.01%
271
+137
1269
$29K ﹤0.01%
1,041
1270
$29K ﹤0.01%
621
-57
1271
$28K ﹤0.01%
1,221
-4,848
1272
$28K ﹤0.01%
301
+5
1273
$28K ﹤0.01%
+1,179
1274
$28K ﹤0.01%
910
-618
1275
$28K ﹤0.01%
88
-62
49 50
51
52 53