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
1851
$6K ﹤0.01%
144
1852
$6K ﹤0.01%
+120
1853
$6K ﹤0.01%
183
-1,152
1854
$6K ﹤0.01%
227
-133
1855
$6K ﹤0.01%
100
-59
1856
$6K ﹤0.01%
213
-1,882
1857
$6K ﹤0.01%
97
+9
1858
$6K ﹤0.01%
160
1859
$6K ﹤0.01%
+89
1860
$6K ﹤0.01%
130
+106
1861
$6K ﹤0.01%
+77
1862
– –
0
1863
$6K ﹤0.01%
+173
1864
$6K ﹤0.01%
683
-1,031
1865
$6K ﹤0.01%
108
-27
1866
$6K ﹤0.01%
250
-350
1867
$6K ﹤0.01%
166
-38
1868
$6K ﹤0.01%
427
-46
1869
$6K ﹤0.01%
952
-2,086
1870
$6K ﹤0.01%
357
+149
1871
$6K ﹤0.01%
+12
1872
$6K ﹤0.01%
+154
1873
$6K ﹤0.01%
600
-25
1874
$6K ﹤0.01%
314
-1,424
1875
$6K ﹤0.01%
247
+30
73 74
75
76 77