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
576
$256K 0.02%
5,027
+548
577
$255K 0.02%
2,555
-45
578
$254K 0.02%
13,467
-1,228
579
$252K 0.02%
5,399
-832
580
$250K 0.02%
1,260
-126
581
$250K 0.02%
3,283
-1,466
582
$249K 0.02%
2,690
583
$249K 0.02%
694
+47
584
$248K 0.02%
5,163
+2,862
585
$248K 0.02%
9,102
+2,135
586
$243K 0.02%
4,794
+3,521
587
$242K 0.02%
2,278
+668
588
$241K 0.02%
9,755
-600
589
$240K 0.02%
2,370
+75
590
$240K 0.02%
8,857
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591
$239K 0.02%
9,115
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592
$238K 0.02%
14,276
-61,829
593
$238K 0.02%
2,816
-1,247
594
$237K 0.02%
2,605
-1,062
595
$236K 0.02%
9,200
596
$234K 0.02%
1,009
-567
597
$234K 0.02%
7,099
-4,339
598
$233K 0.02%
2,079
-574
599
$233K 0.02%
4,629
-832
600
$232K 0.02%
4,219
+313
22 23
24
25 26