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
3526
$0 ﹤0.01%
8
3527
– –
-127
3528
– –
-790
3529
– –
0
3530
– –
-461
3531
– –
0
3532
– –
0
3533
– –
0
3534
$0 ﹤0.01%
9
-355
3535
$0 ﹤0.01%
1
-13
3536
– –
-550
3537
– –
-1,350
3538
– –
0
3539
– –
0
3540
– –
-1,503
3541
– –
0
3542
– –
0
3543
– –
0
3544
– –
0
3545
– –
0
3546
– –
0
3547
– –
-252
3548
– –
0
3549
– –
-48
3550
– –
0
140 141
142
143 144