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
1676
$10K ﹤0.01%
555
1677
$10K ﹤0.01%
399
-679
1678
$10K ﹤0.01%
35
+2
1679
$10K ﹤0.01%
1,021
+260
1680
$10K ﹤0.01%
+1,600
1681
$10K ﹤0.01%
3
1682
$10K ﹤0.01%
1,200
-300
1683
$10K ﹤0.01%
4,005
-755
1684
$10K ﹤0.01%
410
-4,274
1685
$10K ﹤0.01%
104
-70
1686
$10K ﹤0.01%
211
-15
1687
$9K ﹤0.01%
1,237
+996
1688
$9K ﹤0.01%
398
-1,237
1689
$9K ﹤0.01%
+377
1690
$9K ﹤0.01%
225
-80
1691
$9K ﹤0.01%
750
+510
1692
$9K ﹤0.01%
947
+11
1693
$9K ﹤0.01%
172
-62
1694
$9K ﹤0.01%
+172
1695
$9K ﹤0.01%
219
-612
1696
$9K ﹤0.01%
+350
1697
$9K ﹤0.01%
378
-388
1698
$9K ﹤0.01%
+454
1699
$9K ﹤0.01%
475
1700
$9K ﹤0.01%
525
66 67
68
69 70