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
426
$468K 0.04%
22,474
-30,842
427
$466K 0.04%
5,043
-812
428
$464K 0.03%
8,763
-4,823
429
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431
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9,361
-3,442
432
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-9,925
433
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-246
434
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-6,341
435
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34,499
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436
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437
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438
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439
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440
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8,294
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443
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444
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14,898
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445
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10,541
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446
$435K 0.03%
8,368
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447
$432K 0.03%
21,540
-8,940
448
$431K 0.03%
2,277
-150
449
$430K 0.03%
17,751
-48,237
450
$429K 0.03%
5,645
-45
16 17
18
19 20