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
626
$207K 0.02%
3,843
+165
627
$206K 0.02%
1,960
+167
628
$206K 0.02%
3,406
+413
629
$206K 0.02%
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-470
630
$204K 0.02%
4,079
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631
$204K 0.02%
4,350
-2,019
632
$203K 0.02%
4,406
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633
$203K 0.02%
10,552
-326
634
$202K 0.02%
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635
$201K 0.02%
5,802
-3,623
636
$201K 0.02%
6,514
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637
$200K 0.02%
4,085
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638
$200K 0.02%
2,948
+132
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$200K 0.02%
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640
$199K 0.02%
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$199K 0.02%
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$199K 0.02%
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643
$198K 0.01%
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$197K 0.01%
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$197K 0.01%
3,602
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646
$197K 0.01%
519
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647
$197K 0.01%
3,658
-491
648
$196K 0.01%
3,838
+913
649
$196K 0.01%
2,742
-70
650
$195K 0.01%
8,024
-22,819
24 25
26
27 28