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
2376
$1K ﹤0.01%
13
2377
$1K ﹤0.01%
131
+37
2378
$1K ﹤0.01%
72
-16
2379
$1K ﹤0.01%
+8
2380
$1K ﹤0.01%
158
2381
$1K ﹤0.01%
36
2382
$1K ﹤0.01%
76
2383
$1K ﹤0.01%
62
2384
$1K ﹤0.01%
29
2385
$1K ﹤0.01%
58
+37
2386
$1K ﹤0.01%
500
2387
$1K ﹤0.01%
33
2388
$1K ﹤0.01%
26
-3
2389
$1K ﹤0.01%
360
-750
2390
$1K ﹤0.01%
71
+16
2391
$1K ﹤0.01%
460
2392
$1K ﹤0.01%
18
2393
$1K ﹤0.01%
+31
2394
$1K ﹤0.01%
94
2395
$1K ﹤0.01%
+60
2396
$1K ﹤0.01%
39
2397
$1K ﹤0.01%
80
2398
$1K ﹤0.01%
44
-38
2399
$1K ﹤0.01%
+140
2400
$1K ﹤0.01%
120
94 95
96
97 98