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
2526
$1K ﹤0.01%
9
2527
$1K ﹤0.01%
34
2528
$1K ﹤0.01%
56
2529
$1K ﹤0.01%
7
2530
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10
2531
$1K ﹤0.01%
17
2532
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74
2533
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13
2534
$1K ﹤0.01%
159
-55
2535
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195
2536
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70
2537
$1K ﹤0.01%
140
2538
$1K ﹤0.01%
12
2539
$1K ﹤0.01%
59
-7,642
2540
$1K ﹤0.01%
+35
2541
$1K ﹤0.01%
73
2542
$1K ﹤0.01%
84
2543
$1K ﹤0.01%
86
-6
2544
$1K ﹤0.01%
51
-2,725
2545
$1K ﹤0.01%
11
2546
$1K ﹤0.01%
59
2547
$1K ﹤0.01%
666
2548
$1K ﹤0.01%
135
2549
$1K ﹤0.01%
157
2550
$1K ﹤0.01%
223
-800
100 101
102
103 104