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
601
$232K 0.02%
2,333
-139,688
602
$230K 0.02%
13,796
-31,375
603
$229K 0.02%
8,393
+1,501
604
$229K 0.02%
8,503
-5,169
605
$229K 0.02%
9,335
606
$228K 0.02%
5,330
607
$226K 0.02%
8,272
+1,596
608
$226K 0.02%
3,352
+1,014
609
$225K 0.02%
3,899
-164
610
$225K 0.02%
4,444
-22
611
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2,423
-134
612
$224K 0.02%
12,397
-100
613
$224K 0.02%
1,662
-120
614
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1,559
+196
615
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-2,640
616
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150
618
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10,296
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619
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2,165
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620
$213K 0.02%
9,940
-137,790
621
$213K 0.02%
10,350
+503
622
$209K 0.02%
12,191
-7,424
623
$209K 0.02%
3,846
+2,576
624
$208K 0.02%
2,878
-4,834
625
$207K 0.02%
731
+105
23 24
25
26 27