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
801
$124K 0.01%
2,614
-100
802
$124K 0.01%
1,850
-112
803
$124K 0.01%
5,383
-35,712
804
$124K 0.01%
2,380
-5
805
$124K 0.01%
+4,659
806
$124K 0.01%
2,641
-179
807
$124K 0.01%
3,038
+838
808
$123K 0.01%
2,460
+706
809
$122K 0.01%
5,999
-9,790
810
$122K 0.01%
2,798
-1,548
811
$122K 0.01%
641
-3,667
812
$122K 0.01%
3,569
+710
813
$122K 0.01%
882
+753
814
$121K 0.01%
2,174
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815
$121K 0.01%
1,396
-11
816
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2,099
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817
$121K 0.01%
2,535
-28,992
818
$121K 0.01%
774
819
$121K 0.01%
2,393
-266
820
$121K 0.01%
857
-343
821
$120K 0.01%
2,475
+1,709
822
$119K 0.01%
2,777
+2,768
823
$119K 0.01%
4,675
-32,497
824
$119K 0.01%
2,134
-696
825
$119K 0.01%
2,097
-3,043
31 32
33
34 35