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
951
$90K 0.01%
2,480
-10,335
952
$90K 0.01%
1,650
953
$90K 0.01%
1,970
-630
954
$90K 0.01%
2,537
-321
955
$89K 0.01%
606
-58
956
$89K 0.01%
3,650
-72
957
$89K 0.01%
2,798
+1,798
958
$88K 0.01%
931
+9
959
$88K 0.01%
2,747
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960
$87K 0.01%
3,258
961
$87K 0.01%
2,450
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962
$87K 0.01%
1,896
-6,868
963
$86K 0.01%
1,032
-1,766
964
$86K 0.01%
1,220
965
$86K 0.01%
391
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$86K 0.01%
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968
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1,109
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969
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970
$84K 0.01%
977
971
$84K 0.01%
522
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972
$84K 0.01%
2,100
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973
$84K 0.01%
842
-32
974
$84K 0.01%
3,501
-1,605
975
$84K 0.01%
7,043
+4,475
37 38
39
40 41