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
251
$1.11M 0.08%
1,883
+1,156
252
$1.11M 0.08%
22,430
-12
253
$1.11M 0.08%
18,722
-2,886
254
$1.1M 0.08%
5,834
+334
255
$1.1M 0.08%
4,572
+695
256
$1.1M 0.08%
20,481
+662
257
$1.09M 0.08%
32,112
+1,891
258
$1.08M 0.08%
14,540
+164
259
$1.07M 0.08%
20,879
-474
260
$1.07M 0.08%
20,092
+2,630
261
$1.07M 0.08%
14,081
-12
262
$1.06M 0.08%
13,296
+1,776
263
$1.05M 0.08%
12,859
-896
264
$1.05M 0.08%
22,424
-17,076
265
$1.04M 0.08%
7,121
+1
266
$1.04M 0.08%
16,529
-1,319
267
$1.04M 0.08%
23,346
-35,340
268
$1.04M 0.08%
33,486
-760
269
$1.04M 0.08%
9,360
-1,425
270
$1.03M 0.08%
18,175
-4,940
271
$1.03M 0.08%
5,100
-370
272
$1.02M 0.08%
25,147
+207
273
$1.01M 0.08%
4,991
+2,893
274
$1M 0.08%
2,899
-696
275
$999K 0.08%
16,832
+1,172
9 10
11
12 13