We are live on ! Find out more
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
3051
– –
0
3052
$0 ﹤0.01%
150
-965
3053
– –
0
3054
– –
0
3055
– –
-40
3056
– –
-220
3057
– –
-10
3058
– –
0
3059
– –
-400
3060
– –
0
3061
– –
0
3062
– –
0
3063
– –
0
3064
– –
0
3065
– –
-5,863
3066
– –
-405
3067
– –
-6,107
3068
– –
0
3069
– –
-95
3070
– –
-2,740
3071
– –
0
3072
– –
0
3073
– –
-1,005
3074
– –
0
3075
– –
-350
121 122
123
124 125