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
851
$109K 0.01%
908
+338
852
$109K 0.01%
2,468
+787
853
$109K 0.01%
2,672
-42
854
$109K 0.01%
+3,610
855
$109K 0.01%
3,704
+142
856
$109K 0.01%
4,977
-7,684
857
$109K 0.01%
+3,275
858
$108K 0.01%
5,326
-2,198
859
$108K 0.01%
2,028
-588
860
$108K 0.01%
669
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861
$108K 0.01%
1,899
+487
862
$108K 0.01%
4,265
+21
863
$108K 0.01%
2,201
+2,128
864
$108K 0.01%
5,043
-448
865
$107K 0.01%
500
866
$107K 0.01%
3,596
-11,132
867
$107K 0.01%
3,248
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868
$107K 0.01%
1,350
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869
$107K 0.01%
1,223
-15
870
$107K 0.01%
1,822
-1,732
871
$107K 0.01%
4,353
+21
872
$107K 0.01%
1,760
-3,310
873
$106K 0.01%
2,602
-352
874
$106K 0.01%
6,741
+6,367
875
$106K 0.01%
498
-572
33 34
35
36 37