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
2451
$1K ﹤0.01%
356
+320
2452
– –
0
2453
$1K ﹤0.01%
+34
2454
$1K ﹤0.01%
52
-2,485
2455
$1K ﹤0.01%
6,660
-7
2456
$1K ﹤0.01%
93
-193
2457
$1K ﹤0.01%
+100
2458
$1K ﹤0.01%
56
-1,703
2459
$1K ﹤0.01%
12
2460
$1K ﹤0.01%
35
2461
$1K ﹤0.01%
+17
2462
$1K ﹤0.01%
290
2463
$1K ﹤0.01%
373
2464
$1K ﹤0.01%
200
2465
$1K ﹤0.01%
69
2466
$1K ﹤0.01%
84
2467
$1K ﹤0.01%
286
+200
2468
$1K ﹤0.01%
290
2469
$1K ﹤0.01%
+1,000
2470
$1K ﹤0.01%
11
-27
2471
$1K ﹤0.01%
100
2472
$1K ﹤0.01%
577
+21
2473
$1K ﹤0.01%
100
2474
$1K ﹤0.01%
200
2475
$1K ﹤0.01%
70
-332
97 98
99
100 101