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
526
$315K 0.02%
7,897
-538
527
$315K 0.02%
14,250
+2,590
528
$314K 0.02%
16,805
-1,526
529
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6,556
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530
$311K 0.02%
647
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531
$311K 0.02%
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-297
532
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15,514
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533
$310K 0.02%
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-26
534
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535
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536
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538
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539
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10,695
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541
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$292K 0.02%
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547
$292K 0.02%
3,817
-4,337
548
$291K 0.02%
5,733
-6,529
549
$290K 0.02%
17,045
+3,537
550
$287K 0.02%
932
-588
20 21
22
23 24