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
676
$179K 0.01%
3,600
-37,877
677
$178K 0.01%
27,045
+8,760
678
$178K 0.01%
1,607
-812
679
$178K 0.01%
6,724
-469
680
$177K 0.01%
6,835
681
$177K 0.01%
8,395
-15,420
682
$176K 0.01%
845
+18
683
$175K 0.01%
981
-1,019
684
$175K 0.01%
2,619
-438
685
$175K 0.01%
2,911
-4,324
686
$175K 0.01%
628
+159
687
$175K 0.01%
4,945
-994
688
$174K 0.01%
1,507
-30
689
$173K 0.01%
823
-18
690
$173K 0.01%
1,332
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$172K 0.01%
3,428
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$172K 0.01%
3,695
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693
$172K 0.01%
23,738
-1,000
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$171K 0.01%
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695
$171K 0.01%
1,175
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696
$171K 0.01%
12,087
697
$170K 0.01%
654
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698
$169K 0.01%
9,104
-810
699
$169K 0.01%
10,257
+2,704
700
$169K 0.01%
2,685
+1,705
26 27
28
29 30