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
751
$138K 0.01%
2,590
-658
752
$138K 0.01%
4,280
+760
753
$137K 0.01%
3,456
-1,192
754
$137K 0.01%
4,004
+3,519
755
$137K 0.01%
408
-151
756
$137K 0.01%
1,507
-1,253
757
$137K 0.01%
6,919
+1,901
758
$137K 0.01%
721
-234
759
$136K 0.01%
525
-39
760
$136K 0.01%
2,353
+286
761
$135K 0.01%
2,661
+511
762
$135K 0.01%
5,814
-1,957
763
$135K 0.01%
1,584
+180
764
$135K 0.01%
3,723
-2,794
765
$135K 0.01%
5,741
-1,273
766
$135K 0.01%
920
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767
$134K 0.01%
1,244
-13,445
768
$134K 0.01%
1,634
+1,380
769
$134K 0.01%
2,104
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770
$133K 0.01%
1,102
+16
771
$132K 0.01%
3,339
+239
772
$132K 0.01%
4,291
+272
773
$132K 0.01%
2,947
+1,174
774
$131K 0.01%
2,535
-460
775
$131K 0.01%
6,415
-2,795
29 30
31
32 33