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
1876
$6K ﹤0.01%
16
1877
$6K ﹤0.01%
136
+49
1878
$6K ﹤0.01%
200
+19
1879
$6K ﹤0.01%
233
+7
1880
$6K ﹤0.01%
374
-34
1881
$6K ﹤0.01%
+588
1882
$6K ﹤0.01%
1,000
1883
$6K ﹤0.01%
125
1884
$6K ﹤0.01%
621
-2,688
1885
$6K ﹤0.01%
146
1886
$6K ﹤0.01%
264
+64
1887
$6K ﹤0.01%
209
+13
1888
$6K ﹤0.01%
100
-1,670
1889
$6K ﹤0.01%
537
+200
1890
$6K ﹤0.01%
+200
1891
$5K ﹤0.01%
5,000
1892
$5K ﹤0.01%
160
+17
1893
$5K ﹤0.01%
500
1894
$5K ﹤0.01%
140
1895
$5K ﹤0.01%
213
-88
1896
$5K ﹤0.01%
119
+58
1897
$5K ﹤0.01%
571
+319
1898
$5K ﹤0.01%
+200
1899
$5K ﹤0.01%
598
+578
1900
$5K ﹤0.01%
2,540
74 75
76
77 78