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
1926
$5K ﹤0.01%
306
-46,240
1927
$5K ﹤0.01%
309
-65
1928
$5K ﹤0.01%
260
-629
1929
$5K ﹤0.01%
+84
1930
$5K ﹤0.01%
+100
1931
$5K ﹤0.01%
261
+11
1932
$5K ﹤0.01%
178
+39
1933
$5K ﹤0.01%
5,500
+3,000
1934
$5K ﹤0.01%
8
-3
1935
$5K ﹤0.01%
+3,465
1936
$5K ﹤0.01%
+300
1937
$5K ﹤0.01%
2,493
+1,858
1938
$5K ﹤0.01%
520
-195
1939
$5K ﹤0.01%
2,400
1940
$5K ﹤0.01%
+302
1941
$5K ﹤0.01%
58
+28
1942
$5K ﹤0.01%
459
-1,000
1943
$5K ﹤0.01%
202
-118
1944
$5K ﹤0.01%
16
1945
$5K ﹤0.01%
229
+45
1946
$5K ﹤0.01%
247
-46
1947
$5K ﹤0.01%
207
+135
1948
$5K ﹤0.01%
210
+29
1949
$5K ﹤0.01%
229
-100
1950
$5K ﹤0.01%
73
76 77
78
79 80