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
1601
$12K ﹤0.01%
224
-2
1602
$12K ﹤0.01%
306
1603
$12K ﹤0.01%
90
-86
1604
$12K ﹤0.01%
158
-157
1605
$12K ﹤0.01%
566
1606
$12K ﹤0.01%
800
1607
$12K ﹤0.01%
121
-51
1608
$12K ﹤0.01%
646
-31
1609
$12K ﹤0.01%
315
-367
1610
$11K ﹤0.01%
420
-64
1611
$11K ﹤0.01%
213
+122
1612
$11K ﹤0.01%
+426
1613
$11K ﹤0.01%
135
+10
1614
$11K ﹤0.01%
373
-78
1615
$11K ﹤0.01%
+293
1616
$11K ﹤0.01%
432
-1,000
1617
$11K ﹤0.01%
620
+567
1618
$11K ﹤0.01%
275
-393
1619
$11K ﹤0.01%
2,815
1620
$11K ﹤0.01%
257
-257
1621
$11K ﹤0.01%
1,823
+271
1622
$11K ﹤0.01%
+1,000
1623
$11K ﹤0.01%
234
-79
1624
$11K ﹤0.01%
497
-5,901
1625
$11K ﹤0.01%
380
+266
63 64
65
66 67