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
701
$169K 0.01%
6,341
702
$168K 0.01%
1,352
-142
703
$168K 0.01%
4,705
-2,526
704
$167K 0.01%
1,862
+1,727
705
$166K 0.01%
5,602
-4,968
706
$166K 0.01%
1,443
+223
707
$164K 0.01%
6,493
-17,772
708
$163K 0.01%
3,858
+1,723
709
$163K 0.01%
2,164
-21
710
$162K 0.01%
2,039
+813
711
$162K 0.01%
3,487
+3,362
712
$162K 0.01%
754
-648
713
$161K 0.01%
6,069
+2,755
714
$160K 0.01%
5,063
-381
715
$160K 0.01%
1,426
-17
716
$159K 0.01%
3,131
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717
$158K 0.01%
5,184
+783
718
$158K 0.01%
1,021
+455
719
$158K 0.01%
2,312
-303
720
$158K 0.01%
3,619
-112
721
$158K 0.01%
2,633
722
$157K 0.01%
5,793
+3,815
723
$156K 0.01%
2,057
-16
724
$156K 0.01%
5,732
725
$156K 0.01%
1,643
-1,130
27 28
29
30 31