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
1701
$9K ﹤0.01%
532
-194
1702
$9K ﹤0.01%
+329
1703
$9K ﹤0.01%
2,828
1704
$9K ﹤0.01%
300
+100
1705
$9K ﹤0.01%
400
+100
1706
$9K ﹤0.01%
204
+33
1707
$9K ﹤0.01%
206
1708
$9K ﹤0.01%
554
1709
$9K ﹤0.01%
692
+293
1710
$9K ﹤0.01%
5,351
-757
1711
$9K ﹤0.01%
+750
1712
$9K ﹤0.01%
401
-704
1713
$9K ﹤0.01%
299
1714
$9K ﹤0.01%
112
-30
1715
$9K ﹤0.01%
853
+32
1716
$9K ﹤0.01%
545
+71
1717
$9K ﹤0.01%
183
+168
1718
$9K ﹤0.01%
555
+80
1719
$9K ﹤0.01%
+307
1720
$9K ﹤0.01%
61
+9
1721
$9K ﹤0.01%
356
-1,503
1722
$9K ﹤0.01%
214
-45
1723
$9K ﹤0.01%
400
1724
$9K ﹤0.01%
450
-30,138
1725
$9K ﹤0.01%
343
-74
67 68
69
70 71