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
2151
$2K ﹤0.01%
76
+61
2152
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138
2153
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143
-25
2154
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65
2155
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43
-35
2156
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26
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2157
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199
2158
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85
2159
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90
-1,235
2160
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65
-369
2161
$2K ﹤0.01%
60
-206
2162
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179
+93
2163
$2K ﹤0.01%
95
2164
$2K ﹤0.01%
133
2165
$2K ﹤0.01%
267
+244
2166
$2K ﹤0.01%
325
-75
2167
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50
2168
$2K ﹤0.01%
447
2169
$2K ﹤0.01%
37
+6
2170
$2K ﹤0.01%
3,825
+105
2171
$2K ﹤0.01%
150
2172
$2K ﹤0.01%
50
2173
$2K ﹤0.01%
13
-6
2174
$2K ﹤0.01%
100
2175
$2K ﹤0.01%
+29
85 86
87
88 89