IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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%
57
2527
$1K ﹤0.01%
16
-23
2528
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6
2529
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104
-8,222
2530
$1K ﹤0.01%
+115
2531
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124
+76
2532
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53
+13
2533
$1K ﹤0.01%
15
2534
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15
2535
$1K ﹤0.01%
36
2536
$1K ﹤0.01%
40
2537
$1K ﹤0.01%
37
-5,596
2538
$1K ﹤0.01%
17
-24
2539
$1K ﹤0.01%
22
-11,271
2540
$1K ﹤0.01%
25
2541
$1K ﹤0.01%
149
-216
2542
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+11
2543
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233
2544
$1K ﹤0.01%
29
+9
2545
$1K ﹤0.01%
47
2546
$1K ﹤0.01%
69
2547
$1K ﹤0.01%
28
2548
$1K ﹤0.01%
119
2549
$1K ﹤0.01%
156
-3
2550
– –
-635
100 101
102
103 104