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
1501
$15K ﹤0.01%
43
+6
1502
$15K ﹤0.01%
2,352
+100
1503
$15K ﹤0.01%
+788
1504
$15K ﹤0.01%
3,859
+129
1505
$15K ﹤0.01%
1,000
+500
1506
$15K ﹤0.01%
1,000
-150
1507
$15K ﹤0.01%
983
+621
1508
$15K ﹤0.01%
417
-158
1509
$15K ﹤0.01%
1,032
+256
1510
$15K ﹤0.01%
1,091
-1,922
1511
$15K ﹤0.01%
177
+27
1512
$15K ﹤0.01%
159
-2
1513
$15K ﹤0.01%
+428
1514
$15K ﹤0.01%
+200
1515
$15K ﹤0.01%
409
+391
1516
$15K ﹤0.01%
167
+133
1517
$15K ﹤0.01%
960
-787
1518
$15K ﹤0.01%
1,851
+296
1519
$15K ﹤0.01%
2,739
+1,236
1520
$15K ﹤0.01%
650
-13,846
1521
$15K ﹤0.01%
2,427
-423
1522
$14K ﹤0.01%
244
-298
1523
$14K ﹤0.01%
175
1524
$14K ﹤0.01%
258
1525
$14K ﹤0.01%
2,011
59 60
61
62 63