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
451
$427K 0.03%
2,801
+496
452
$426K 0.03%
5,156
-547
453
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13,488
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6,560
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455
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-9,412
456
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458
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6,368
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461
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3,455
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462
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+7,136
463
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2,360
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464
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196
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8,487
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471
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3,774
-8,509
472
$384K 0.03%
29,594
-4,878
473
$384K 0.03%
12,768
-1,413
474
$382K 0.03%
3,473
-1,171
475
$381K 0.03%
6,446
+1,000
17 18
19
20 21