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
2476
$1K ﹤0.01%
+30
2477
$1K ﹤0.01%
114
2478
$1K ﹤0.01%
1,077
2479
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20
2480
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77
2481
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66
-2,188
2482
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11
2483
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22
2484
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57
2485
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16
-23
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6
2487
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104
-8,222
2488
$1K ﹤0.01%
+115
2489
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18
2490
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24
-17
2491
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29
2492
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124
+76
2493
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53
+13
2494
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12
2495
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15
2496
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15
2497
$1K ﹤0.01%
36
2498
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40
2499
$1K ﹤0.01%
37
-5,596
2500
$1K ﹤0.01%
27
-1
98 99
100
101 102