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
1751
$8K ﹤0.01%
246
-151
1752
$8K ﹤0.01%
159
-11
1753
$8K ﹤0.01%
84
-523
1754
$8K ﹤0.01%
7,000
+6,767
1755
$8K ﹤0.01%
286
+81
1756
$8K ﹤0.01%
113
+30
1757
$8K ﹤0.01%
88
+3
1758
$8K ﹤0.01%
431
+35
1759
$8K ﹤0.01%
768
1760
$8K ﹤0.01%
969
+73
1761
$8K ﹤0.01%
+800
1762
$8K ﹤0.01%
1,049
+102
1763
$8K ﹤0.01%
+900
1764
$8K ﹤0.01%
356
1765
$8K ﹤0.01%
300
-899
1766
$8K ﹤0.01%
197
-15
1767
$8K ﹤0.01%
174
1768
$8K ﹤0.01%
3,342
-529
1769
$8K ﹤0.01%
530
+162
1770
$8K ﹤0.01%
236
-8,078
1771
$8K ﹤0.01%
349
-61
1772
$8K ﹤0.01%
108
+46
1773
$8K ﹤0.01%
236
+28
1774
$8K ﹤0.01%
154
-27
1775
$8K ﹤0.01%
901
+98
69 70
71
72 73