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
2526
$1K ﹤0.01%
114
2527
$1K ﹤0.01%
1,077
2528
$1K ﹤0.01%
20
2529
$1K ﹤0.01%
77
2530
$1K ﹤0.01%
66
-2,188
2531
$1K ﹤0.01%
11
2532
$1K ﹤0.01%
22
2533
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57
2534
$1K ﹤0.01%
16
-23
2535
$1K ﹤0.01%
6
2536
$1K ﹤0.01%
104
-8,222
2537
$1K ﹤0.01%
+115
2538
$1K ﹤0.01%
18
2539
$1K ﹤0.01%
24
-17
2540
$1K ﹤0.01%
15
2541
$1K ﹤0.01%
15
2542
$1K ﹤0.01%
36
2543
$1K ﹤0.01%
40
2544
$1K ﹤0.01%
37
-5,596
2545
$1K ﹤0.01%
36
-4
2546
$1K ﹤0.01%
12
2547
$1K ﹤0.01%
5
2548
$1K ﹤0.01%
17
-24
2549
$1K ﹤0.01%
22
-11,271
2550
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0
100 101
102
103 104