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
51
$5.35M 0.4%
89,068
-6,932
52
$5.26M 0.4%
25,367
-5,789
53
$5.25M 0.39%
59,520
-4,062
54
$5.02M 0.38%
170,154
-541
55
$4.88M 0.37%
67,114
+62,934
56
$4.85M 0.36%
115,369
+28,603
57
$4.66M 0.35%
156,887
-109,828
58
$4.62M 0.35%
103,647
-1,422
59
$4.6M 0.35%
109,117
-1,274
60
$4.59M 0.35%
91,046
+1,197
61
$4.55M 0.34%
75,146
-75,750
62
$4.54M 0.34%
125,957
-110,582
63
$4.47M 0.34%
15,196
+1,993
64
$4.45M 0.33%
73,352
-13,140
65
$4.38M 0.33%
13,193
-1,512
66
$4.37M 0.33%
110,919
-39,818
67
$4.33M 0.33%
33,200
+16,363
68
$4.32M 0.32%
215,394
+27,915
69
$4.31M 0.32%
150,894
-1,286
70
$4.2M 0.32%
29,490
-527
71
$4.19M 0.31%
33,325
-19,135
72
$4.16M 0.31%
14,064
+2,766
73
$4.09M 0.31%
44,488
+22,572
74
$4.02M 0.3%
139,537
+18,229
75
$4.02M 0.3%
111,046
-113,341
1 2
3
4 5