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
301
$909K 0.07%
16,648
302
$903K 0.07%
8,309
+493
303
$903K 0.07%
17,738
+1,170
304
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26,540
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305
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307
$886K 0.07%
17,155
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308
$885K 0.07%
31,064
-434
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17,403
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310
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9,199
-7,284
311
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14,019
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312
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13,297
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313
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25,677
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314
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315
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318
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3,182
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320
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15,202
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31,063
+5,386
322
$809K 0.06%
9,570
-26
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$804K 0.06%
4,716
-266
324
$792K 0.06%
7,231
-3,085
325
$789K 0.06%
15,346
+980
11 12
13
14 15