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
1426
$18K ﹤0.01%
833
-14,065
1427
$18K ﹤0.01%
881
1428
$18K ﹤0.01%
1,680
1429
$18K ﹤0.01%
2,570
+708
1430
$18K ﹤0.01%
5,037
+5,000
1431
$18K ﹤0.01%
350
1432
$18K ﹤0.01%
429
+50
1433
$18K ﹤0.01%
612
-150
1434
$18K ﹤0.01%
500
1435
$18K ﹤0.01%
666
+36
1436
$18K ﹤0.01%
+2,586
1437
$18K ﹤0.01%
800
1438
$18K ﹤0.01%
719
-334
1439
$18K ﹤0.01%
405
+78
1440
$18K ﹤0.01%
216
+9
1441
$18K ﹤0.01%
124
+66
1442
$18K ﹤0.01%
5,110
1443
$18K ﹤0.01%
927
-2,668
1444
$18K ﹤0.01%
146
1445
$18K ﹤0.01%
240
-170
1446
$18K ﹤0.01%
650
1447
$18K ﹤0.01%
322
1448
$18K ﹤0.01%
850
-1,326
1449
$18K ﹤0.01%
6
-3
1450
$18K ﹤0.01%
1,906
-2,056
56 57
58
59 60