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
1826
$7K ﹤0.01%
307
-1,294
1827
$7K ﹤0.01%
218
-300
1828
$7K ﹤0.01%
122
+24
1829
$7K ﹤0.01%
+800
1830
$7K ﹤0.01%
417
+185
1831
$7K ﹤0.01%
52
-13
1832
$7K ﹤0.01%
240
-91
1833
$7K ﹤0.01%
126
-22
1834
$7K ﹤0.01%
142
+62
1835
$7K ﹤0.01%
251
+129
1836
$7K ﹤0.01%
500
1837
$7K ﹤0.01%
51
1838
$6K ﹤0.01%
131
+2
1839
$6K ﹤0.01%
591
+58
1840
$6K ﹤0.01%
159
+6
1841
$6K ﹤0.01%
571
+19
1842
$6K ﹤0.01%
29
+7
1843
$6K ﹤0.01%
89
+9
1844
$6K ﹤0.01%
15
-337
1845
$6K ﹤0.01%
212
-40
1846
$6K ﹤0.01%
165
+74
1847
$6K ﹤0.01%
+92
1848
$6K ﹤0.01%
262
-48
1849
$6K ﹤0.01%
541
1850
$6K ﹤0.01%
305
+250
72 73
74
75 76