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
1301
$26K ﹤0.01%
357
+65
1302
$26K ﹤0.01%
1,288
-127
1303
$26K ﹤0.01%
311
+7
1304
$25K ﹤0.01%
581
+60
1305
$25K ﹤0.01%
4,600
-1,000
1306
$25K ﹤0.01%
651
-22
1307
$25K ﹤0.01%
766
-739
1308
$25K ﹤0.01%
1,031
+189
1309
$25K ﹤0.01%
2,112
-5,000
1310
$25K ﹤0.01%
1,502
-104
1311
$25K ﹤0.01%
+2,000
1312
$25K ﹤0.01%
7,600
1313
$25K ﹤0.01%
880
1314
$25K ﹤0.01%
1,291
-4,194
1315
$25K ﹤0.01%
2,098
+1,457
1316
$25K ﹤0.01%
666
1317
$25K ﹤0.01%
+3,713
1318
$24K ﹤0.01%
1,920
-2,064
1319
$24K ﹤0.01%
2,291
+2,110
1320
$24K ﹤0.01%
576
1321
$24K ﹤0.01%
1,051
-140
1322
$24K ﹤0.01%
504
-605
1323
$24K ﹤0.01%
+677
1324
$24K ﹤0.01%
+152
1325
$24K ﹤0.01%
600
-3,000
51 52
53
54 55