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
2276
$1K ﹤0.01%
20
2277
$1K ﹤0.01%
+30
2278
$1K ﹤0.01%
163
2279
$1K ﹤0.01%
27
-57
2280
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14
+3
2281
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+83
2282
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36
-14
2283
$1K ﹤0.01%
1,352
2284
$1K ﹤0.01%
58
2285
$1K ﹤0.01%
+25
2286
$1K ﹤0.01%
85
2287
$1K ﹤0.01%
33
2288
$1K ﹤0.01%
50
2289
$1K ﹤0.01%
100
2290
$1K ﹤0.01%
+24
2291
$1K ﹤0.01%
22
-259
2292
$1K ﹤0.01%
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2293
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17
-100
2294
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+22
2295
$1K ﹤0.01%
+100
2296
$1K ﹤0.01%
11
2297
$1K ﹤0.01%
8
-4
2298
$1K ﹤0.01%
+64
2299
$1K ﹤0.01%
40
2300
$1K ﹤0.01%
37
90 91
92
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