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
1276
$28K ﹤0.01%
721
-818
1277
$28K ﹤0.01%
1,523
1278
$28K ﹤0.01%
266
+10
1279
$28K ﹤0.01%
188
1280
$27K ﹤0.01%
616
+500
1281
$27K ﹤0.01%
851
1282
$27K ﹤0.01%
835
-49
1283
$27K ﹤0.01%
798
1284
$27K ﹤0.01%
1,103
-256,774
1285
$27K ﹤0.01%
825
1286
$27K ﹤0.01%
921
+521
1287
$27K ﹤0.01%
3,373
1288
$27K ﹤0.01%
689
+524
1289
$27K ﹤0.01%
184
-2
1290
$27K ﹤0.01%
1,913
+1,513
1291
$27K ﹤0.01%
520
+343
1292
$27K ﹤0.01%
476
+47
1293
$27K ﹤0.01%
4,700
1294
$27K ﹤0.01%
3,786
+136
1295
$27K ﹤0.01%
1,296
-12,683
1296
$26K ﹤0.01%
136
+79
1297
$26K ﹤0.01%
962
+877
1298
$26K ﹤0.01%
7,280
+4,391
1299
$26K ﹤0.01%
697
1300
$26K ﹤0.01%
220
+33
50 51
52
53 54