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
1351
$22K ﹤0.01%
1,500
1352
$22K ﹤0.01%
+692
1353
$22K ﹤0.01%
367
1354
$22K ﹤0.01%
733
-2,065
1355
$22K ﹤0.01%
304
+35
1356
$22K ﹤0.01%
+477
1357
$22K ﹤0.01%
2,414
-710
1358
$22K ﹤0.01%
489
-3,090
1359
$22K ﹤0.01%
878
-229
1360
$22K ﹤0.01%
988
+343
1361
$22K ﹤0.01%
1,000
1362
$21K ﹤0.01%
675
1363
$21K ﹤0.01%
1,062
1364
$21K ﹤0.01%
1,079
+1,070
1365
$21K ﹤0.01%
999
1366
$21K ﹤0.01%
79
-103
1367
$21K ﹤0.01%
410
+292
1368
$21K ﹤0.01%
+989
1369
$21K ﹤0.01%
214
+90
1370
$21K ﹤0.01%
1,294
1371
$21K ﹤0.01%
343
-487
1372
$21K ﹤0.01%
504
-272
1373
$21K ﹤0.01%
678
-196
1374
$21K ﹤0.01%
564
+194
1375
$21K ﹤0.01%
384
+161
53 54
55
56 57