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
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%
1,529
-1,703
935
$92K 0.01%
3,140
-205
936
$92K 0.01%
3,380
-650
937
$92K 0.01%
3,419
-2,247
938
$92K 0.01%
1,350
939
$92K 0.01%
1,819
+4
940
$91K 0.01%
2,459
-42
941
$91K 0.01%
1,061
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942
$91K 0.01%
1,057
-23
943
$91K 0.01%
1,766
-2,212
944
$91K 0.01%
1,458
-773
945
$91K 0.01%
1,964
946
$91K 0.01%
855
-464
947
$91K 0.01%
1,485
948
$90K 0.01%
5,300
-2,350
949
$90K 0.01%
2,253
+25
950
$90K 0.01%
1,068
-1
36 37
38
39 40