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
2051
$4K ﹤0.01%
800
+400
2052
$4K ﹤0.01%
417
+3
2053
$3K ﹤0.01%
45
+7
2054
$3K ﹤0.01%
234
+153
2055
$3K ﹤0.01%
79
+26
2056
$3K ﹤0.01%
99
+53
2057
$3K ﹤0.01%
31
+2
2058
$3K ﹤0.01%
284
-26
2059
$3K ﹤0.01%
36
-1,242
2060
$3K ﹤0.01%
240
+6
2061
$3K ﹤0.01%
250
2062
$3K ﹤0.01%
85
-30
2063
$3K ﹤0.01%
161
+21
2064
$3K ﹤0.01%
46
+25
2065
$3K ﹤0.01%
27
2066
$3K ﹤0.01%
700
-14
2067
$3K ﹤0.01%
+200
2068
$3K ﹤0.01%
260
2069
$3K ﹤0.01%
42
-10
2070
$3K ﹤0.01%
24
-7
2071
$3K ﹤0.01%
93
+62
2072
$3K ﹤0.01%
207
2073
$3K ﹤0.01%
135
+38
2074
$3K ﹤0.01%
135
-184
2075
$3K ﹤0.01%
89
-339
81 82
83
84 85