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
901
$100K 0.01%
1,093
+336
902
$100K 0.01%
3,682
-34
903
$99K 0.01%
1,530
-4,708
904
$99K 0.01%
1,321
-97
905
$99K 0.01%
2,144
-58
906
$99K 0.01%
15,341
-2,963
907
$98K 0.01%
6,497
-3,237
908
$98K 0.01%
3,932
-29,854
909
$98K 0.01%
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-562
910
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2,335
-3,241
911
$97K 0.01%
8,919
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912
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2,036
-50
913
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2,028
-3,373
914
$97K 0.01%
7,289
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2,071
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1,153
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6,730
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919
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785
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920
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1,528
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921
$96K 0.01%
150
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922
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1,770
-1,440
923
$96K 0.01%
1,129
-22
924
$95K 0.01%
910
-436
925
$95K 0.01%
1,200
35 36
37
38 39