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
1451
$18K ﹤0.01%
200
1452
$17K ﹤0.01%
592
+510
1453
$17K ﹤0.01%
74
+4
1454
$17K ﹤0.01%
121
+13
1455
$17K ﹤0.01%
3,332
+2,096
1456
$17K ﹤0.01%
250
-97
1457
$17K ﹤0.01%
679
-527
1458
$17K ﹤0.01%
386
-5
1459
$17K ﹤0.01%
335
+318
1460
$17K ﹤0.01%
385
-32
1461
$17K ﹤0.01%
163
-518
1462
$17K ﹤0.01%
238
-672
1463
$17K ﹤0.01%
1,014
1464
$17K ﹤0.01%
438
+33
1465
$17K ﹤0.01%
390
+100
1466
$17K ﹤0.01%
131
-46
1467
$17K ﹤0.01%
168
+8
1468
$16K ﹤0.01%
282
+217
1469
$16K ﹤0.01%
366
-29
1470
$16K ﹤0.01%
285
-57
1471
$16K ﹤0.01%
+559
1472
$16K ﹤0.01%
694
+680
1473
$16K ﹤0.01%
172
+23
1474
$16K ﹤0.01%
119
+20
1475
$16K ﹤0.01%
+662
57 58
59
60 61