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
2326
$1K ﹤0.01%
+100
2327
$1K ﹤0.01%
137
2328
$1K ﹤0.01%
49
-7
2329
$1K ﹤0.01%
117
-172
2330
$1K ﹤0.01%
5
-1
2331
$1K ﹤0.01%
+53
2332
$1K ﹤0.01%
100
-251
2333
$1K ﹤0.01%
38
2334
$1K ﹤0.01%
88
-152
2335
$1K ﹤0.01%
+200
2336
$1K ﹤0.01%
8
-36
2337
$1K ﹤0.01%
20,000
2338
$1K ﹤0.01%
+245
2339
$1K ﹤0.01%
+35
2340
$1K ﹤0.01%
33
2341
$1K ﹤0.01%
+257
2342
$1K ﹤0.01%
500
2343
$1K ﹤0.01%
+88
2344
$1K ﹤0.01%
321
2345
$1K ﹤0.01%
12
-36
2346
$1K ﹤0.01%
1,103
+843
2347
$1K ﹤0.01%
15
2348
$1K ﹤0.01%
+82
2349
$1K ﹤0.01%
+2
2350
$1K ﹤0.01%
100
92 93
94
95 96