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
2201
$2K ﹤0.01%
172
-119
2202
$2K ﹤0.01%
221
-150
2203
$2K ﹤0.01%
+97
2204
$2K ﹤0.01%
65
-14
2205
$2K ﹤0.01%
1,070
2206
$2K ﹤0.01%
+372
2207
$2K ﹤0.01%
143
-767
2208
$2K ﹤0.01%
1
2209
$2K ﹤0.01%
23
-5
2210
$2K ﹤0.01%
146
+73
2211
$2K ﹤0.01%
2,200
2212
$2K ﹤0.01%
81
+30
2213
$2K ﹤0.01%
500
2214
$2K ﹤0.01%
136
-2,744
2215
$2K ﹤0.01%
30
2216
$2K ﹤0.01%
312
-3,267
2217
$2K ﹤0.01%
22
-46
2218
$2K ﹤0.01%
41
2219
$2K ﹤0.01%
+470
2220
$2K ﹤0.01%
306
-822
2221
$2K ﹤0.01%
77
-116
2222
$2K ﹤0.01%
136
2223
$2K ﹤0.01%
280
2224
$2K ﹤0.01%
107
2225
$2K ﹤0.01%
500
87 88
89
90 91