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
2226
$2K ﹤0.01%
112
2227
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26
2228
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244
-103
2229
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162
-49
2230
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8
2231
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60
2232
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635
+9
2233
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90
-20
2234
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37
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2235
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205
-37
2236
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50
2237
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82
2238
$2K ﹤0.01%
402
+171
2239
$2K ﹤0.01%
63
+36
2240
$2K ﹤0.01%
99
-53,497
2241
$2K ﹤0.01%
+46
2242
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204
+1
2243
$2K ﹤0.01%
+110
2244
$2K ﹤0.01%
785
-74
2245
$2K ﹤0.01%
211
+142
2246
– –
0
2247
$2K ﹤0.01%
300
2248
$2K ﹤0.01%
69
2249
$2K ﹤0.01%
29
-272
2250
$2K ﹤0.01%
16
-8
88 89
90
91 92