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
2076
$3K ﹤0.01%
43
-13
2077
$3K ﹤0.01%
+22
2078
$3K ﹤0.01%
38
-3
2079
$3K ﹤0.01%
60
2080
$3K ﹤0.01%
195
-180
2081
$3K ﹤0.01%
236
2082
$3K ﹤0.01%
270
-58
2083
$3K ﹤0.01%
145
+59
2084
$3K ﹤0.01%
47
-631
2085
$3K ﹤0.01%
+251
2086
$3K ﹤0.01%
743
2087
$3K ﹤0.01%
352
2088
$3K ﹤0.01%
+380
2089
$3K ﹤0.01%
126
+48
2090
$3K ﹤0.01%
12
-1,691
2091
$3K ﹤0.01%
100
2092
$3K ﹤0.01%
103
+30
2093
$3K ﹤0.01%
+113
2094
$3K ﹤0.01%
2,000
-429
2095
$3K ﹤0.01%
+54
2096
$3K ﹤0.01%
61
2097
$3K ﹤0.01%
107
-26
2098
$3K ﹤0.01%
390
-208
2099
$3K ﹤0.01%
530
2100
$3K ﹤0.01%
44
-70
82 83
84
85 86