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
2351
$1K ﹤0.01%
76
+30
2352
$1K ﹤0.01%
515
+411
2353
$1K ﹤0.01%
+24
2354
$1K ﹤0.01%
60
-100
2355
$1K ﹤0.01%
40
-22,637
2356
$1K ﹤0.01%
+40
2357
$1K ﹤0.01%
40
+32
2358
$1K ﹤0.01%
133
2359
$1K ﹤0.01%
36
2360
$1K ﹤0.01%
70
-31
2361
$1K ﹤0.01%
11
-512
2362
$1K ﹤0.01%
+55
2363
$1K ﹤0.01%
28
+17
2364
$1K ﹤0.01%
59
-1,000
2365
$1K ﹤0.01%
91
2366
$1K ﹤0.01%
+21
2367
$1K ﹤0.01%
13
-1,112
2368
$1K ﹤0.01%
200
2369
$1K ﹤0.01%
+82
2370
$1K ﹤0.01%
+780
2371
$1K ﹤0.01%
1,150
-3,000
2372
$1K ﹤0.01%
89
-396
2373
$1K ﹤0.01%
204
-6,537
2374
$1K ﹤0.01%
26
-30
2375
$1K ﹤0.01%
+40
93 94
95
96 97