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
876
$105K 0.01%
3,543
+3,395
877
$105K 0.01%
4,882
-4,713
878
$105K 0.01%
696
-134
879
$105K 0.01%
1,394
-1,209
880
$104K 0.01%
890
-992
881
$104K 0.01%
1,706
-1,447
882
$104K 0.01%
3,468
-891
883
$104K 0.01%
3,565
-11,150
884
$104K 0.01%
3,967
885
$104K 0.01%
448
+134
886
$103K 0.01%
1,278
887
$103K 0.01%
1,435
-2,101
888
$103K 0.01%
1,184
+389
889
$103K 0.01%
4,494
-4,218
890
$103K 0.01%
1,316
-213
891
$102K 0.01%
3,000
-1,402
892
$102K 0.01%
2,066
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893
$101K 0.01%
1,546
-9,310
894
$101K 0.01%
126
-1
895
$101K 0.01%
6,609
-3,208
896
$100K 0.01%
1,270
-175
897
$100K 0.01%
3,595
+2,707
898
$100K 0.01%
970
-1,482
899
$100K 0.01%
1,814
+597
900
$100K 0.01%
2,525
+250
34 35
36
37 38