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
1951
$5K ﹤0.01%
100
1952
$5K ﹤0.01%
+338
1953
$5K ﹤0.01%
229
-518
1954
$5K ﹤0.01%
+15
1955
$5K ﹤0.01%
453
-1,275
1956
$5K ﹤0.01%
1,839
+555
1957
$5K ﹤0.01%
166
-109
1958
$5K ﹤0.01%
200
1959
$5K ﹤0.01%
244
1960
$5K ﹤0.01%
244
-1,252
1961
$5K ﹤0.01%
356
-2,018
1962
$5K ﹤0.01%
623
-53
1963
$5K ﹤0.01%
69
-3,458
1964
$5K ﹤0.01%
200
1965
$5K ﹤0.01%
+89
1966
$4K ﹤0.01%
225
+189
1967
$4K ﹤0.01%
274
1968
$4K ﹤0.01%
320
+67
1969
$4K ﹤0.01%
72
1970
$4K ﹤0.01%
479
+407
1971
$4K ﹤0.01%
603
+55
1972
$4K ﹤0.01%
159
-135
1973
$4K ﹤0.01%
90
1974
$4K ﹤0.01%
100
1975
$4K ﹤0.01%
123
-152
77 78
79
80 81