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
1651
$10K ﹤0.01%
293
1652
$10K ﹤0.01%
261
-407
1653
$10K ﹤0.01%
110
-23
1654
$10K ﹤0.01%
291
-68
1655
$10K ﹤0.01%
168
-40
1656
$10K ﹤0.01%
762
-165
1657
$10K ﹤0.01%
400
1658
$10K ﹤0.01%
442
-201
1659
$10K ﹤0.01%
813
+62
1660
$10K ﹤0.01%
+527
1661
$10K ﹤0.01%
684
-3,810
1662
$10K ﹤0.01%
539
+39
1663
$10K ﹤0.01%
166
-29
1664
$10K ﹤0.01%
559
+37
1665
$10K ﹤0.01%
129
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1666
$10K ﹤0.01%
370
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1667
$10K ﹤0.01%
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1668
$10K ﹤0.01%
1,000
1669
$10K ﹤0.01%
150
-1
1670
$10K ﹤0.01%
79
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1671
$10K ﹤0.01%
+155
1672
$10K ﹤0.01%
800
1673
$10K ﹤0.01%
216
-149
1674
$10K ﹤0.01%
893
+397
1675
$10K ﹤0.01%
207
-38
65 66
67
68 69