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
551
$286K 0.02%
5,434
-20
552
$284K 0.02%
5,189
-2,504
553
$284K 0.02%
10,930
+328
554
$283K 0.02%
1,390
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555
$282K 0.02%
9,661
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556
$281K 0.02%
8,012
-137,515
557
$279K 0.02%
8,843
-16
558
$279K 0.02%
14,847
-56,578
559
$277K 0.02%
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560
$271K 0.02%
3,012
-3,474
561
$271K 0.02%
8,800
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562
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5,290
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563
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7,722
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564
$264K 0.02%
8,009
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565
$263K 0.02%
4,846
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3,387
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570
$259K 0.02%
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-20
571
$258K 0.02%
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572
$257K 0.02%
2,002
-567
573
$257K 0.02%
7,173
-144
574
$256K 0.02%
1,799
+205
575
$256K 0.02%
2,734
-172
21 22
23
24 25