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
2401
$1K ﹤0.01%
+2
2402
$1K ﹤0.01%
30
2403
$1K ﹤0.01%
1,077
2404
$1K ﹤0.01%
+9
2405
$1K ﹤0.01%
39
+23
2406
$1K ﹤0.01%
142
-1,000
2407
$1K ﹤0.01%
6
2408
$1K ﹤0.01%
341
-482
2409
$1K ﹤0.01%
104
2410
$1K ﹤0.01%
248
-1,525
2411
$1K ﹤0.01%
+31
2412
$1K ﹤0.01%
115
2413
$1K ﹤0.01%
26
2414
$1K ﹤0.01%
133
2415
$1K ﹤0.01%
17
-16
2416
$1K ﹤0.01%
+11
2417
$1K ﹤0.01%
29
-26
2418
$1K ﹤0.01%
309
-427
2419
$1K ﹤0.01%
+10
2420
$1K ﹤0.01%
17
-15
2421
– –
0
2422
$1K ﹤0.01%
69
2423
$1K ﹤0.01%
100
2424
$1K ﹤0.01%
25
2425
$1K ﹤0.01%
340
+191
95 96
97
98 99