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
1526
$14K ﹤0.01%
415
+64
1527
$14K ﹤0.01%
313
-38
1528
$14K ﹤0.01%
299
+192
1529
$14K ﹤0.01%
127
-49
1530
$14K ﹤0.01%
463
-276
1531
$14K ﹤0.01%
472
+145
1532
$14K ﹤0.01%
1,548
1533
$14K ﹤0.01%
197
+15
1534
$14K ﹤0.01%
788
1535
$14K ﹤0.01%
525
1536
$14K ﹤0.01%
571
-440
1537
$14K ﹤0.01%
+3,200
1538
$14K ﹤0.01%
392
-436
1539
$14K ﹤0.01%
275
-200
1540
$14K ﹤0.01%
157
-520
1541
$14K ﹤0.01%
700
1542
$14K ﹤0.01%
1,201
1543
$14K ﹤0.01%
1,199
+241
1544
$14K ﹤0.01%
2,307
+1,082
1545
$14K ﹤0.01%
350
1546
$14K ﹤0.01%
+1,220
1547
$14K ﹤0.01%
125
+62
1548
$14K ﹤0.01%
181
-674
1549
$14K ﹤0.01%
1,773
+803
1550
$13K ﹤0.01%
89
+9
60 61
62
63 64