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
1551
$13K ﹤0.01%
99
+61
1552
$13K ﹤0.01%
642
+60
1553
$13K ﹤0.01%
+897
1554
$13K ﹤0.01%
514
-115
1555
$13K ﹤0.01%
216
1556
$13K ﹤0.01%
229
-103
1557
$13K ﹤0.01%
4,600
-2,165
1558
$13K ﹤0.01%
224
-107
1559
$13K ﹤0.01%
151
+12
1560
$13K ﹤0.01%
200
-30
1561
$13K ﹤0.01%
300
1562
$13K ﹤0.01%
269
+17
1563
$13K ﹤0.01%
109
+2
1564
$13K ﹤0.01%
639
-67,379
1565
$13K ﹤0.01%
155
+139
1566
$13K ﹤0.01%
623
+123
1567
$13K ﹤0.01%
244
+138
1568
$13K ﹤0.01%
312
+14
1569
$13K ﹤0.01%
54
-9
1570
$13K ﹤0.01%
208
1571
$13K ﹤0.01%
47
-7
1572
$13K ﹤0.01%
195
-501
1573
$13K ﹤0.01%
500
1574
$13K ﹤0.01%
402
-67,448
1575
$13K ﹤0.01%
1,599
61 62
63
64 65