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
726
$154K 0.01%
352
-41
727
$154K 0.01%
3,151
-8,610
728
$152K 0.01%
686
-66
729
$150K 0.01%
1,802
-1,296
730
$150K 0.01%
3,097
+637
731
$150K 0.01%
2,500
+1,600
732
$149K 0.01%
1,762
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733
$148K 0.01%
1,572
-2
734
$147K 0.01%
3,135
735
$147K 0.01%
2,308
-1,029
736
$146K 0.01%
7,914
-300
737
$146K 0.01%
2,314
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738
$146K 0.01%
1,172
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739
$145K 0.01%
+3,925
740
$144K 0.01%
2,359
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741
$144K 0.01%
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$144K 0.01%
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743
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7,408
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744
$141K 0.01%
793
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745
$141K 0.01%
10,260
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746
$139K 0.01%
7,112
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747
$139K 0.01%
7,862
+443
748
$139K 0.01%
608
+192
749
$139K 0.01%
869
-206
750
$139K 0.01%
5,606
-87
28 29
30
31 32