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
1901
$5K ﹤0.01%
83
1902
$5K ﹤0.01%
206
1903
$5K ﹤0.01%
56
+32
1904
$5K ﹤0.01%
906
-6,137
1905
$5K ﹤0.01%
90
-416
1906
$5K ﹤0.01%
500
-35
1907
$5K ﹤0.01%
+204
1908
$5K ﹤0.01%
283
-2,004
1909
$5K ﹤0.01%
210
-41
1910
$5K ﹤0.01%
67
-36
1911
$5K ﹤0.01%
+92
1912
$5K ﹤0.01%
49
-1
1913
$5K ﹤0.01%
1,019
+130
1914
$5K ﹤0.01%
216
-88
1915
$5K ﹤0.01%
1,500
+700
1916
$5K ﹤0.01%
+417
1917
$5K ﹤0.01%
144
-1,613
1918
$5K ﹤0.01%
100
1919
$5K ﹤0.01%
244
1920
$5K ﹤0.01%
500
-2,038
1921
$5K ﹤0.01%
460
-750
1922
$5K ﹤0.01%
150
-18,528
1923
$5K ﹤0.01%
426
-1,656
1924
$5K ﹤0.01%
13
-13
1925
$5K ﹤0.01%
38
75 76
77
78 79