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
201
$1.03M 0.1%
6,483
+1,492
202
$1.02M 0.1%
5,372
+272
203
$1.02M 0.1%
4,700
-4,838
204
$1.01M 0.1%
20,533
+441
205
$1.01M 0.1%
27,666
+351
206
$1.01M 0.1%
42,498
+2,211
207
$1M 0.1%
32,623
-1,230
208
$1M 0.1%
12,469
-1,166
209
$997K 0.1%
10,527
-229
210
$975K 0.1%
19,105
+5,787
211
$972K 0.1%
8,531
-203
212
$970K 0.1%
27,471
-17,749
213
$968K 0.1%
36,747
+4,635
214
$959K 0.1%
25,643
-12,846
215
$957K 0.1%
4,819
+247
216
$932K 0.09%
6,468
+44
217
$931K 0.09%
2,908
+9
218
$919K 0.09%
5,755
-5,151
219
$916K 0.09%
22,693
+2,212
220
$911K 0.09%
3,787
+605
221
$910K 0.09%
17,755
+600
222
$910K 0.09%
91,398
-3,924
223
$902K 0.09%
15,956
-2,219
224
$900K 0.09%
40,302
-29,799
225
$889K 0.09%
8,376
+67
7 8
9
10 11