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
376
$610K 0.05%
9,533
-2,101
377
$607K 0.05%
7,502
+2,885
378
$605K 0.05%
6,448
-425
379
$603K 0.05%
20,335
+4,189
380
$602K 0.05%
19,936
+3,900
381
$599K 0.05%
10,260
+9,089
382
$595K 0.04%
4,356
-874
383
$594K 0.04%
23,407
+9,440
384
$594K 0.04%
18,678
-303
385
$594K 0.04%
9,377
+1,240
386
$593K 0.04%
2,979
-77
387
$590K 0.04%
3,022
-2,075
388
$588K 0.04%
6,340
-591
389
$586K 0.04%
1,784
-777
390
$585K 0.04%
26,452
-468
391
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18,548
+1,149
392
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4,939
-2,264
393
$574K 0.04%
1,103
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394
$574K 0.04%
14,154
-1,026
395
$568K 0.04%
18,533
-5,302
396
$568K 0.04%
18,411
+2,613
397
$565K 0.04%
3,823
-4,450
398
$561K 0.04%
4,009
-1,030
399
$561K 0.04%
17,539
+56
400
$559K 0.04%
7,599
+58
14 15
16
17 18