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
776
$131K 0.01%
1,266
-971
777
$131K 0.01%
5,672
+4,445
778
$131K 0.01%
4,788
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779
$131K 0.01%
1,184
-1,215
780
$130K 0.01%
2,681
-16,501
781
$130K 0.01%
795
+6
782
$130K 0.01%
3,791
+339
783
$130K 0.01%
1,035
+823
784
$130K 0.01%
2,333
-222
785
$129K 0.01%
3,184
-4
786
$129K 0.01%
2,618
787
$128K 0.01%
2,189
-167
788
$128K 0.01%
867
-106
789
$128K 0.01%
3,328
-1,593
790
$128K 0.01%
1,770
-2,530
791
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2,537
-37,955
792
$127K 0.01%
4,012
-6,378
793
$127K 0.01%
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794
$127K 0.01%
3,324
-7,860
795
$126K 0.01%
2,693
-2,404
796
$126K 0.01%
3,013
+362
797
$126K 0.01%
4,684
-2,462
798
$126K 0.01%
7,040
-1,969
799
$125K 0.01%
1,755
+1
800
$125K 0.01%
5,822
+1,639
30 31
32
33 34