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
1626
$11K ﹤0.01%
+1,025
1627
$11K ﹤0.01%
932
+507
1628
$11K ﹤0.01%
136
+18
1629
$11K ﹤0.01%
+200
1630
$11K ﹤0.01%
191
+43
1631
$11K ﹤0.01%
72
+22
1632
$11K ﹤0.01%
4,715
1633
$11K ﹤0.01%
162
1634
$11K ﹤0.01%
57
+5
1635
$11K ﹤0.01%
+258
1636
$11K ﹤0.01%
240
-50
1637
$11K ﹤0.01%
1,667
+968
1638
$10K ﹤0.01%
1,515
+915
1639
$10K ﹤0.01%
102
-26
1640
$10K ﹤0.01%
500
1641
$10K ﹤0.01%
111
-24
1642
$10K ﹤0.01%
+359
1643
$10K ﹤0.01%
1,416
-564
1644
$10K ﹤0.01%
2,235
-24,810
1645
$10K ﹤0.01%
945
-460
1646
$10K ﹤0.01%
+329
1647
$10K ﹤0.01%
270
+210
1648
$10K ﹤0.01%
538
1649
$10K ﹤0.01%
130
-24,367
1650
$10K ﹤0.01%
237
-48
64 65
66
67 68