IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,596
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$4.57M
3
+$2.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.13M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.07M

Top Sells

1
+$13.9M
2
+$10.3M
3
+$9.16M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$6.67M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.34M

Sector Composition

1 Technology 7.21%
2 Financials 4.6%
3 Consumer Discretionary 4.33%
4 Communication Services 3.77%
5 Healthcare 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.34M 0.1%
35,235
-13,582
227
$1.31M 0.1%
21,986
+21,879
228
$1.31M 0.1%
6,816
-3,771
229
$1.31M 0.1%
16,543
-164
230
$1.3M 0.1%
8,734
-343
231
$1.3M 0.1%
21,461
-30,307
232
$1.3M 0.1%
41,550
+10
233
$1.29M 0.1%
9,339
+2,475
234
$1.29M 0.1%
48,306
-18,412
235
$1.26M 0.09%
40,287
+7,476
236
$1.26M 0.09%
27,616
+9,738
237
$1.25M 0.09%
46,546
-769
238
$1.24M 0.09%
10,910
+5,387
239
$1.24M 0.09%
28,966
-9,833
240
$1.22M 0.09%
15,654
-4,455
241
$1.18M 0.09%
12,058
-8,154
242
$1.17M 0.09%
21,170
+11,494
243
$1.17M 0.09%
10,245
-4,585
244
$1.15M 0.09%
6,424
+1,476
245
$1.15M 0.09%
18,765
+15,116
246
$1.14M 0.09%
8,830
-3,942
247
$1.14M 0.09%
12,990
-3,743
248
$1.12M 0.08%
39,760
-6,714
249
$1.12M 0.08%
43,493
+24,593
250
$1.11M 0.08%
33,853
-6,253
8 9
10
11 12