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
326
$787K 0.06%
2,958
-644
327
$783K 0.06%
5,647
+896
328
$779K 0.06%
13,800
-716
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7,218
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330
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4,611
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$765K 0.06%
7,601
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332
$761K 0.06%
10,083
-65,476
333
$760K 0.06%
13,094
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334
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-15
335
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3,389
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336
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337
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7,266
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338
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5,912
-12,056
339
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15,463
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340
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10,283
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341
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25,020
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30,214
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343
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7,494
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344
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122,520
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345
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2,831
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346
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13,318
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347
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12,447
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348
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14,711
-5,138
349
$716K 0.05%
13,365
-16,599
350
$714K 0.05%
14,189
+4,939
12 13
14
15 16