We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
+$6.38M
2
+$4.26M
3
+$2.29M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.93M

Top Sells

1
+$12.5M
2
+$9.24M
3
+$9.19M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$6.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.05M

Sector Composition

1 Technology 7.21%
2 Financials 4.6%
3 Consumer Discretionary 4.33%
4 Communication Services 3.8%
5 Healthcare 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$1K ﹤0.01%
5
2502
$1K ﹤0.01%
17
-24
2503
$1K ﹤0.01%
22
-11,271
2504
$1K ﹤0.01%
25
2505
$1K ﹤0.01%
149
-216
2506
$1K ﹤0.01%
+11
2507
$1K ﹤0.01%
233
2508
$1K ﹤0.01%
29
+9
2509
$1K ﹤0.01%
47
2510
$1K ﹤0.01%
69
2511
$1K ﹤0.01%
28
2512
$1K ﹤0.01%
119
2513
$1K ﹤0.01%
156
-3
2514
$1K ﹤0.01%
53
2515
$1K ﹤0.01%
+31
2516
$1K ﹤0.01%
9
-24,164
2517
$1K ﹤0.01%
44
2518
$1K ﹤0.01%
+55
2519
$1K ﹤0.01%
53
2520
$1K ﹤0.01%
50
2521
$1K ﹤0.01%
100
2522
$1K ﹤0.01%
115
-1,632
2523
$1K ﹤0.01%
18
2524
$1K ﹤0.01%
+100
2525
$1K ﹤0.01%
+64
99 100
101
102 103