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
2301
$1K ﹤0.01%
27
-273
2302
$1K ﹤0.01%
96
-14
2303
$1K ﹤0.01%
58
+55
2304
$1K ﹤0.01%
38
-1,425
2305
$1K ﹤0.01%
+83
2306
$1K ﹤0.01%
+56
2307
$1K ﹤0.01%
+27
2308
$1K ﹤0.01%
25
-25
2309
$1K ﹤0.01%
82
2310
$1K ﹤0.01%
14
-42
2311
$1K ﹤0.01%
20
-9
2312
$1K ﹤0.01%
15
-3
2313
$1K ﹤0.01%
+11
2314
$1K ﹤0.01%
47
-343
2315
$1K ﹤0.01%
64
2316
$1K ﹤0.01%
27
-1,937
2317
$1K ﹤0.01%
71
2318
$1K ﹤0.01%
+45
2319
$1K ﹤0.01%
+20
2320
$1K ﹤0.01%
44
2321
$1K ﹤0.01%
21
2322
$1K ﹤0.01%
9
2323
$1K ﹤0.01%
15
-30
2324
$1K ﹤0.01%
200
-1,477
2325
$1K ﹤0.01%
5
91 92
93
94 95