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
501
$343K 0.03%
8,835
-517
502
$340K 0.03%
1,927
-954
503
$340K 0.03%
5,133
-5,159
504
$340K 0.03%
11,165
-2,943
505
$337K 0.03%
2,492
-217
506
$336K 0.03%
11,229
-9,126
507
$335K 0.03%
2,117
-233
508
$331K 0.02%
3,742
+2,262
509
$330K 0.02%
14,771
-8,326
510
$330K 0.02%
5,485
+2,574
511
$329K 0.02%
5,107
-6,103
512
$328K 0.02%
3,434
-4
513
$325K 0.02%
5,482
-2,865
514
$324K 0.02%
7,016
-1,004
515
$324K 0.02%
6,956
+1,652
516
$323K 0.02%
3,527
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517
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6,190
-375
518
$322K 0.02%
7,721
+1,013
519
$322K 0.02%
2,090
-27
520
$321K 0.02%
269
-25
521
$321K 0.02%
7,813
-191
522
$321K 0.02%
21,240
-1,862
523
$320K 0.02%
5,042
-2,033
524
$318K 0.02%
8,320
+1,036
525
$316K 0.02%
11,212
-7,012
19 20
21
22 23