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
1776
$8K ﹤0.01%
231
+79
1777
$8K ﹤0.01%
195
-56
1778
$8K ﹤0.01%
104
1779
$8K ﹤0.01%
275
-40
1780
$8K ﹤0.01%
210
1781
$8K ﹤0.01%
267
-137
1782
$8K ﹤0.01%
183
1783
$8K ﹤0.01%
69
+33
1784
$7K ﹤0.01%
414
+54
1785
$7K ﹤0.01%
52
-20
1786
$7K ﹤0.01%
82
1787
$7K ﹤0.01%
383
+145
1788
$7K ﹤0.01%
995
+86
1789
$7K ﹤0.01%
432
-192
1790
$7K ﹤0.01%
480
-9
1791
$7K ﹤0.01%
4,425
1792
$7K ﹤0.01%
227
-85
1793
$7K ﹤0.01%
200
-1,064
1794
$7K ﹤0.01%
299
+216
1795
$7K ﹤0.01%
182
-41
1796
$7K ﹤0.01%
189
-1,882
1797
$7K ﹤0.01%
330
+269
1798
$7K ﹤0.01%
60
1799
$7K ﹤0.01%
147
-26
1800
$7K ﹤0.01%
110
-291
70 71
72
73 74