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
176
$1.24M 0.12%
48,077
-527
177
$1.22M 0.12%
40,820
-28,207
178
$1.22M 0.12%
15,030
+770
179
$1.21M 0.12%
20,883
+15,401
180
$1.2M 0.12%
185,840
+63,320
181
$1.2M 0.12%
39,170
-170
182
$1.19M 0.12%
90,726
+10,804
183
$1.19M 0.12%
21,464
+3
184
$1.19M 0.12%
44,954
+3,728
185
$1.18M 0.12%
80,490
+8,807
186
$1.18M 0.12%
14,405
-3,366
187
$1.18M 0.12%
+25,644
188
$1.17M 0.12%
24,025
+2,855
189
$1.16M 0.12%
11,835
+925
190
$1.15M 0.12%
1,936
+53
191
$1.15M 0.12%
37,716
+19,648
192
$1.13M 0.11%
16,665
+122
193
$1.12M 0.11%
13,752
-4,323
194
$1.12M 0.11%
6,950
+134
195
$1.1M 0.11%
25,953
-5
196
$1.1M 0.11%
11,880
-178
197
$1.09M 0.11%
22,456
+26
198
$1.07M 0.11%
9,831
+3,919
199
$1.06M 0.11%
43,449
+8,214
200
$1.05M 0.11%
57,139
+26,076
6 7
8
9 10