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
1726
$9K ﹤0.01%
191
1727
$9K ﹤0.01%
1,294
+544
1728
$8K ﹤0.01%
360
-34,200
1729
$8K ﹤0.01%
+300
1730
$8K ﹤0.01%
+357
1731
$8K ﹤0.01%
+245
1732
$8K ﹤0.01%
236
-8
1733
$8K ﹤0.01%
186
-1,913
1734
$8K ﹤0.01%
7,500
1735
$8K ﹤0.01%
94
-41
1736
$8K ﹤0.01%
531
1737
$8K ﹤0.01%
1,198
1738
$8K ﹤0.01%
1,235
-29
1739
$8K ﹤0.01%
459
1740
$8K ﹤0.01%
315
+4
1741
$8K ﹤0.01%
200
1742
$8K ﹤0.01%
270
-384
1743
$8K ﹤0.01%
38
-9
1744
$8K ﹤0.01%
262
-1,209
1745
$8K ﹤0.01%
+354
1746
$8K ﹤0.01%
303
-50
1747
$8K ﹤0.01%
1,198
+215
1748
$8K ﹤0.01%
258
+26
1749
$8K ﹤0.01%
20,141
-48,993
1750
$8K ﹤0.01%
5,000
68 69
70
71 72