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
26
$8.47M 0.64%
90,174
-9,743
27
$8.39M 0.63%
44,280
+1,191
28
$7.94M 0.6%
257,877
+40,350
29
$7.8M 0.59%
55,963
-19,235
30
$7.52M 0.57%
66,883
-31,488
31
$7.13M 0.54%
62,305
-230
32
$7.05M 0.53%
31,210
-8,418
33
$6.98M 0.52%
93,435
-1,710
34
$6.88M 0.52%
37,593
-9,288
35
$6.61M 0.5%
40,286
-15,797
36
$6.26M 0.47%
56,646
-82,899
37
$6.17M 0.46%
44,938
-1,819
38
$6.16M 0.46%
117,704
+6,903
39
$6.14M 0.46%
73,251
-46,067
40
$6.03M 0.45%
92,208
-29,657
41
$6.01M 0.45%
356,894
-165,502
42
$6M 0.45%
82,023
-7,032
43
$5.94M 0.45%
19,722
-820
44
$5.87M 0.44%
40,194
-13,807
45
$5.83M 0.44%
108,765
+28,885
46
$5.72M 0.43%
150,909
-47,648
47
$5.53M 0.42%
102,532
-9,236
48
$5.52M 0.41%
290,808
+556
49
$5.45M 0.41%
88,687
-20,936
50
$5.39M 0.41%
110,838
+19,454
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