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
276
$994K 0.07%
37,964
-383
277
$994K 0.07%
4,922
-719
278
$991K 0.07%
11,497
-28,098
279
$986K 0.07%
16,183
+14,547
280
$977K 0.07%
50,991
+21,145
281
$974K 0.07%
34,416
282
$972K 0.07%
34,560
-1,818
283
$967K 0.07%
10,938
-2,673
284
$964K 0.07%
6,917
-876
285
$961K 0.07%
11,853
+8,194
286
$950K 0.07%
7,397
-3,645
287
$949K 0.07%
11,074
+780
288
$941K 0.07%
22,306
+680
289
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17,492
-4,970
290
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42,538
-1,942
291
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27,809
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292
$933K 0.07%
6,473
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293
$931K 0.07%
11,669
-1,567
294
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21,964
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295
$927K 0.07%
30,588
-6,759
296
$923K 0.07%
50,135
-11,040
297
$917K 0.07%
8,301
+1,046
298
$913K 0.07%
24,059
-45,856
299
$912K 0.07%
10,906
+1,829
300
$910K 0.07%
12,022
+515
10 11
12
13 14