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
2001
$4K ﹤0.01%
196
+27
2002
$4K ﹤0.01%
209
+93
2003
$4K ﹤0.01%
100
-2,208
2004
$4K ﹤0.01%
133
-22
2005
$4K ﹤0.01%
301
2006
$4K ﹤0.01%
112
+13
2007
$4K ﹤0.01%
100
2008
$4K ﹤0.01%
52
-162
2009
$4K ﹤0.01%
188
-352
2010
$4K ﹤0.01%
49
-122
2011
$4K ﹤0.01%
7
2012
$4K ﹤0.01%
81
+14
2013
$4K ﹤0.01%
362
-4,314
2014
$4K ﹤0.01%
800
2015
$4K ﹤0.01%
100
+2
2016
$4K ﹤0.01%
200
-605
2017
$4K ﹤0.01%
114
2018
$4K ﹤0.01%
554
+10
2019
$4K ﹤0.01%
2,500
2020
$4K ﹤0.01%
224
+60
2021
$4K ﹤0.01%
+170
2022
$4K ﹤0.01%
196
+56
2023
$4K ﹤0.01%
+110
2024
$4K ﹤0.01%
352
-63
2025
$4K ﹤0.01%
262
-11
79 80
81
82 83