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
2251
$2K ﹤0.01%
30
2252
$2K ﹤0.01%
88
-10
2253
$2K ﹤0.01%
26
+9
2254
$2K ﹤0.01%
150
2255
$2K ﹤0.01%
161
+75
2256
$2K ﹤0.01%
+140
2257
$2K ﹤0.01%
271
2258
$1K ﹤0.01%
+32
2259
$1K ﹤0.01%
+38
2260
$1K ﹤0.01%
160
+100
2261
$1K ﹤0.01%
39
2262
$1K ﹤0.01%
48
2263
$1K ﹤0.01%
+55
2264
$1K ﹤0.01%
42
-2,756
2265
$1K ﹤0.01%
2,050
2266
$1K ﹤0.01%
144
-8
2267
$1K ﹤0.01%
12
2268
$1K ﹤0.01%
9
2269
$1K ﹤0.01%
264
+160
2270
$1K ﹤0.01%
258
-671
2271
$1K ﹤0.01%
102
+3
2272
$1K ﹤0.01%
100
2273
$1K ﹤0.01%
39
2274
$1K ﹤0.01%
17
-60
2275
$1K ﹤0.01%
100
89 90
91
92 93