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
976
$84K 0.01%
1,046
-1,126
977
$84K 0.01%
618
-28
978
$84K 0.01%
1,525
+3
979
$84K 0.01%
21,200
-3,896
980
$84K 0.01%
883
-2,350
981
$84K 0.01%
1,673
982
$84K 0.01%
3,934
-21,465
983
$83K 0.01%
2,678
-23,454
984
$83K 0.01%
2,095
+1,261
985
$83K 0.01%
287
+63
986
$83K 0.01%
2,339
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987
$83K 0.01%
11,841
988
$83K 0.01%
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989
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2,122
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990
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$82K 0.01%
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994
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995
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2,111
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$81K 0.01%
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998
$81K 0.01%
1,108
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999
$81K 0.01%
2,677
-2,097
1000
$79K 0.01%
831
+78
38 39
40
41 42