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
126
$1.86M 0.19%
38,798
+2,183
127
$1.84M 0.19%
24,983
+464
128
$1.84M 0.19%
75,541
-5,861
129
$1.83M 0.18%
95,710
+2,312
130
$1.78M 0.18%
15,997
+14,231
131
$1.76M 0.18%
41,665
+39,128
132
$1.72M 0.17%
10,534
+927
133
$1.71M 0.17%
35,866
+582
134
$1.67M 0.17%
23,501
-189
135
$1.65M 0.17%
23,310
+23,062
136
$1.65M 0.17%
12,597
-584
137
$1.64M 0.17%
28,979
-8,236
138
$1.64M 0.17%
+76,403
139
$1.62M 0.16%
17,000
-62
140
$1.59M 0.16%
19,301
-25,187
141
$1.56M 0.16%
53,605
+4,592
142
$1.55M 0.16%
75,620
+7,098
143
$1.55M 0.16%
20,385
-7,439
144
$1.55M 0.16%
+24,941
145
$1.55M 0.16%
10,985
+632
146
$1.54M 0.16%
40,461
+1,151
147
$1.53M 0.15%
26,261
+4,499
148
$1.53M 0.15%
16,711
+3,252
149
$1.52M 0.15%
10,678
-1,247
150
$1.5M 0.15%
11,126
+538
4 5
6
7 8