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
1326
$24K ﹤0.01%
200
1327
$24K ﹤0.01%
748
-146
1328
$24K ﹤0.01%
602
-98
1329
$24K ﹤0.01%
499
+21
1330
$24K ﹤0.01%
499
+111
1331
$24K ﹤0.01%
485
-1,000
1332
$24K ﹤0.01%
6,664
+1,650
1333
$23K ﹤0.01%
816
+677
1334
$23K ﹤0.01%
431
-423
1335
$23K ﹤0.01%
860
-4,558
1336
$23K ﹤0.01%
668
-20
1337
$23K ﹤0.01%
450
1338
$23K ﹤0.01%
+435
1339
$23K ﹤0.01%
141
+8
1340
$23K ﹤0.01%
+247
1341
$23K ﹤0.01%
750
1342
$23K ﹤0.01%
107
1343
$23K ﹤0.01%
294
1344
$23K ﹤0.01%
+1,000
1345
$23K ﹤0.01%
235
1346
$23K ﹤0.01%
222
+13
1347
$23K ﹤0.01%
384
+4
1348
$22K ﹤0.01%
129
1349
$22K ﹤0.01%
214
+205
1350
$22K ﹤0.01%
1,028
-120
52 53
54
55 56