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
1576
$13K ﹤0.01%
+578
1577
$12K ﹤0.01%
+4,000
1578
$12K ﹤0.01%
436
1579
$12K ﹤0.01%
373
-313
1580
$12K ﹤0.01%
1,124
1581
$12K ﹤0.01%
101
-22
1582
$12K ﹤0.01%
993
+367
1583
$12K ﹤0.01%
408
+84
1584
$12K ﹤0.01%
726
-55
1585
$12K ﹤0.01%
270
-75
1586
$12K ﹤0.01%
2,929
+1,000
1587
$12K ﹤0.01%
490
1588
$12K ﹤0.01%
954
1589
$12K ﹤0.01%
253
-14
1590
$12K ﹤0.01%
537
+466
1591
$12K ﹤0.01%
828
1592
$12K ﹤0.01%
994
-5,615
1593
$12K ﹤0.01%
200
1594
$12K ﹤0.01%
2,547
-635
1595
$12K ﹤0.01%
2,342
+1,737
1596
$12K ﹤0.01%
1,634
-26
1597
$12K ﹤0.01%
222
-50
1598
$12K ﹤0.01%
383
+121
1599
$12K ﹤0.01%
616
+45
1600
$12K ﹤0.01%
1,338
+300
62 63
64
65 66