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
651
$195K 0.01%
8,674
-428
652
$193K 0.01%
1,766
+1,441
653
$192K 0.01%
5,418
+1,834
654
$191K 0.01%
6,738
-10,390
655
$191K 0.01%
1,636
+125
656
$188K 0.01%
7,956
+1,216
657
$188K 0.01%
3,579
+561
658
$187K 0.01%
4,585
-305
659
$185K 0.01%
3,182
-77
660
$184K 0.01%
8,195
-6,510
661
$184K 0.01%
1,355
-299
662
$184K 0.01%
656
-371
663
$183K 0.01%
7,421
+7,181
664
$183K 0.01%
1,191
-21
665
$182K 0.01%
1,442
-8,835
666
$182K 0.01%
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667
$181K 0.01%
4,267
-159
668
$181K 0.01%
681
-8
669
$181K 0.01%
3,403
+2,474
670
$180K 0.01%
606
-54
671
$180K 0.01%
5,429
-12,214
672
$180K 0.01%
3,878
-16
673
$180K 0.01%
2,557
-347
674
$179K 0.01%
3,403
-2,465
675
$179K 0.01%
1,956
+242
25 26
27
28 29