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
351
$701K 0.05%
5,923
+10
352
$700K 0.05%
17,409
-5,828
353
$696K 0.05%
11,751
+1,536
354
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18,210
+154
355
$684K 0.05%
5,627
-8,857
356
$683K 0.05%
11,684
-4,103
357
$678K 0.05%
22,677
+17,342
358
$676K 0.05%
13,218
+10,294
359
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1,805
-151
360
$664K 0.05%
48,870
-559
361
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4,775
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362
$662K 0.05%
18,068
-3,041
363
$655K 0.05%
4,297
-909
364
$653K 0.05%
3,234
-33
365
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10,170
-1,949
366
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367
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3,093
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368
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7,018
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369
$635K 0.05%
21,013
-983
370
$633K 0.05%
21,480
+4,150
371
$632K 0.05%
5,114
+523
372
$630K 0.05%
10,531
-2,882
373
$623K 0.05%
5,562
-2,770
374
$623K 0.05%
23,919
375
$611K 0.05%
4,391
-41,638
13 14
15
16 17