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
1801
$7K ﹤0.01%
796
-121
1802
$7K ﹤0.01%
+827
1803
$7K ﹤0.01%
227
-1
1804
$7K ﹤0.01%
983
1805
$7K ﹤0.01%
1,181
1806
$7K ﹤0.01%
770
+700
1807
$7K ﹤0.01%
167
-34
1808
$7K ﹤0.01%
375
-47
1809
$7K ﹤0.01%
329
-61
1810
$7K ﹤0.01%
59
-11
1811
$7K ﹤0.01%
432
1812
$7K ﹤0.01%
64
+15
1813
$7K ﹤0.01%
400
-100
1814
$7K ﹤0.01%
868
-135
1815
$7K ﹤0.01%
687
+51
1816
$7K ﹤0.01%
85
-41
1817
$7K ﹤0.01%
300
1818
$7K ﹤0.01%
115
-26
1819
$7K ﹤0.01%
1,636
-143
1820
$7K ﹤0.01%
93
+52
1821
$7K ﹤0.01%
302
+132
1822
$7K ﹤0.01%
60
1823
$7K ﹤0.01%
155
-9
1824
$7K ﹤0.01%
318
+183
1825
$7K ﹤0.01%
+100
71 72
73
74 75