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
2176
$2K ﹤0.01%
300
-300
2177
$2K ﹤0.01%
100
2178
$2K ﹤0.01%
17
-18
2179
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41
2180
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149
2181
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21
-8
2182
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19
2183
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139
+82
2184
$2K ﹤0.01%
+130
2185
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79
+20
2186
$2K ﹤0.01%
12
-17
2187
$2K ﹤0.01%
33
2188
$2K ﹤0.01%
+4
2189
$2K ﹤0.01%
339
+79
2190
$2K ﹤0.01%
38
+4
2191
$2K ﹤0.01%
88
2192
$2K ﹤0.01%
150
-1,497
2193
$2K ﹤0.01%
304
2194
$2K ﹤0.01%
57
-57
2195
$2K ﹤0.01%
96
2196
$2K ﹤0.01%
+127
2197
$2K ﹤0.01%
12
+7
2198
$2K ﹤0.01%
50
-24
2199
$2K ﹤0.01%
+100
2200
$2K ﹤0.01%
42
-27
86 87
88
89 90