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
151
$1.5M 0.15%
+58,817
152
$1.48M 0.15%
1,155
-10
153
$1.48M 0.15%
37,635
-5,314
154
$1.45M 0.15%
24,689
-6,859
155
$1.44M 0.15%
17,770
-5,593
156
$1.44M 0.15%
29,490
+1,297
157
$1.44M 0.15%
5,391
-207
158
$1.43M 0.14%
42,101
+2,177
159
$1.41M 0.14%
16,932
-575
160
$1.41M 0.14%
30,140
-1,641
161
$1.41M 0.14%
40,339
+4,143
162
$1.4M 0.14%
15,212
+1,336
163
$1.37M 0.14%
69,000
+67,800
164
$1.37M 0.14%
37,298
+3,626
165
$1.34M 0.14%
45,509
+770
166
$1.3M 0.13%
50,448
-60,598
167
$1.29M 0.13%
18,404
-1,384
168
$1.29M 0.13%
15,147
+2,307
169
$1.29M 0.13%
16,952
+3,962
170
$1.29M 0.13%
10,375
+1,036
171
$1.28M 0.13%
39,240
+19,304
172
$1.27M 0.13%
34,830
+1,435
173
$1.27M 0.13%
26,367
-11,151
174
$1.26M 0.13%
22,924
+20,239
175
$1.24M 0.13%
16,596
-15,750
5 6
7
8 9