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
1376
$21K ﹤0.01%
1,277
-4,395
1377
$21K ﹤0.01%
108
1378
$21K ﹤0.01%
145
-46
1379
$21K ﹤0.01%
807
+100
1380
$20K ﹤0.01%
225
+31
1381
$20K ﹤0.01%
468
-1,078
1382
$20K ﹤0.01%
1,237
-4,577
1383
$20K ﹤0.01%
761
-366
1384
$20K ﹤0.01%
1,652
-16,996
1385
$20K ﹤0.01%
765
+50
1386
$20K ﹤0.01%
666
-86
1387
$20K ﹤0.01%
658
-135
1388
$20K ﹤0.01%
920
+6
1389
$20K ﹤0.01%
157
-175
1390
$20K ﹤0.01%
2,586
+1,839
1391
$20K ﹤0.01%
164
-33
1392
$20K ﹤0.01%
709
+205
1393
$20K ﹤0.01%
905
+693
1394
$20K ﹤0.01%
821
+170
1395
$20K ﹤0.01%
500
1396
$19K ﹤0.01%
1,967
-11,500
1397
$19K ﹤0.01%
4,869
-260
1398
$19K ﹤0.01%
702
1399
$19K ﹤0.01%
212
-310
1400
$19K ﹤0.01%
+1,177
54 55
56
57 58