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
76
$3.92M 0.29%
202,461
-25,056
77
$3.9M 0.29%
260,394
-19,839
78
$3.85M 0.29%
43,677
+22,133
79
$3.84M 0.29%
13,414
-289
80
$3.83M 0.29%
72,534
-3,586
81
$3.83M 0.29%
54,848
-35,651
82
$3.82M 0.29%
30,293
-47,370
83
$3.76M 0.28%
21,220
+2,572
84
$3.71M 0.28%
45,977
+1,453
85
$3.71M 0.28%
134,278
+29,051
86
$3.64M 0.27%
51,042
+407
87
$3.63M 0.27%
74,117
-25,497
88
$3.59M 0.27%
64,814
+7,056
89
$3.57M 0.27%
91,504
-11,826
90
$3.56M 0.27%
20,091
-1,879
91
$3.47M 0.26%
51,240
-4,640
92
$3.46M 0.26%
41,230
+17,180
93
$3.41M 0.26%
32,346
-4,708
94
$3.35M 0.25%
27,824
-12,322
95
$3.23M 0.24%
19,522
+4,604
96
$3.2M 0.24%
100,965
-41,421
97
$3.12M 0.23%
98,810
+6,140
98
$3.12M 0.23%
42,701
-4,681
99
$3.03M 0.23%
58,395
+26,741
100
$2.96M 0.22%
45,081
+11,061
2 3
4
5 6