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
2426
$1K ﹤0.01%
23
-637
2427
$1K ﹤0.01%
+27
2428
$1K ﹤0.01%
28
2429
$1K ﹤0.01%
+22
2430
$1K ﹤0.01%
119
2431
$1K ﹤0.01%
156
2432
$1K ﹤0.01%
+31
2433
$1K ﹤0.01%
150
-101
2434
$1K ﹤0.01%
44
2435
$1K ﹤0.01%
44
2436
$1K ﹤0.01%
53
2437
$1K ﹤0.01%
50
2438
$1K ﹤0.01%
33
+31
2439
$1K ﹤0.01%
+47
2440
$1K ﹤0.01%
115
2441
$1K ﹤0.01%
+26
2442
$1K ﹤0.01%
+71
2443
$1K ﹤0.01%
7
2444
$1K ﹤0.01%
+97
2445
$1K ﹤0.01%
10
2446
$1K ﹤0.01%
13
-705
2447
$1K ﹤0.01%
150
2448
$1K ﹤0.01%
17
-40
2449
$1K ﹤0.01%
22
-1,522
2450
$1K ﹤0.01%
+49
96 97
98
99 100