IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$6.38M
2
+$4.26M
3
+$2.29M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.93M

Top Sells

1
+$12.5M
2
+$9.24M
3
+$9.19M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$6.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.05M

Sector Composition

1 Technology 7.21%
2 Financials 4.6%
3 Consumer Discretionary 4.33%
4 Communication Services 3.8%
5 Healthcare 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$95K 0.01%
1,575
-1,194
927
$95K 0.01%
1,437
+1,235
928
$94K 0.01%
750
-19
929
$94K 0.01%
6,467
+2,827
930
$94K 0.01%
653
+478
931
$93K 0.01%
+1,933
932
$93K 0.01%
1,779
-2,198
933
$93K 0.01%
1,824
+888
934
$92K 0.01%
3,380
-650
935
$92K 0.01%
3,419
-2,247
936
$92K 0.01%
1,350
937
$92K 0.01%
1,819
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938
$92K 0.01%
1,529
-1,703
939
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3,140
-205
940
$91K 0.01%
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941
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942
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943
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945
$91K 0.01%
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946
$91K 0.01%
855
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947
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1,485
948
$90K 0.01%
2,480
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949
$90K 0.01%
1,650
950
$90K 0.01%
1,970
-630
36 37
38
39 40