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
1401
$19K ﹤0.01%
455
-4,339
1402
$19K ﹤0.01%
788
-2,212
1403
$19K ﹤0.01%
794
-1,532
1404
$19K ﹤0.01%
866
-518
1405
$19K ﹤0.01%
301
-67
1406
$19K ﹤0.01%
619
-28
1407
$19K ﹤0.01%
2,761
+1,538
1408
$19K ﹤0.01%
700
+500
1409
$19K ﹤0.01%
5,985
1410
$19K ﹤0.01%
+1,534
1411
$19K ﹤0.01%
1,797
+725
1412
$19K ﹤0.01%
55
-18
1413
$19K ﹤0.01%
1,500
-457
1414
$19K ﹤0.01%
1,931
+1,427
1415
$19K ﹤0.01%
4,469
1416
$19K ﹤0.01%
+57
1417
$19K ﹤0.01%
1,068
-666
1418
$18K ﹤0.01%
155
+29
1419
$18K ﹤0.01%
653
+28
1420
$18K ﹤0.01%
242
-204
1421
$18K ﹤0.01%
4,000
1422
$18K ﹤0.01%
1,104
+506
1423
$18K ﹤0.01%
979
-1,805
1424
$18K ﹤0.01%
83
-15
1425
$18K ﹤0.01%
292
+1
55 56
57
58 59