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
1476
$16K ﹤0.01%
479
+381
1477
$16K ﹤0.01%
4,508
+523
1478
$16K ﹤0.01%
8,291
+999
1479
$16K ﹤0.01%
350
1480
$16K ﹤0.01%
135
-24
1481
$16K ﹤0.01%
714
+167
1482
$16K ﹤0.01%
386
+92
1483
$16K ﹤0.01%
139
-18,328
1484
$16K ﹤0.01%
392
-1
1485
$16K ﹤0.01%
668
+551
1486
$15K ﹤0.01%
320
-992
1487
$15K ﹤0.01%
242
+5
1488
$15K ﹤0.01%
488
-11
1489
$15K ﹤0.01%
311
+40
1490
$15K ﹤0.01%
366
-139
1491
$15K ﹤0.01%
300
1492
$15K ﹤0.01%
780
-225
1493
$15K ﹤0.01%
1,730
1494
$15K ﹤0.01%
84
-29
1495
$15K ﹤0.01%
464
-1,670
1496
$15K ﹤0.01%
1,089
-2,843
1497
$15K ﹤0.01%
161
+92
1498
$15K ﹤0.01%
+706
1499
$15K ﹤0.01%
437
+386
1500
$15K ﹤0.01%
+389
58 59
60
61 62