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
1001
$79K 0.01%
784
-231
1002
$79K 0.01%
1,539
+49
1003
$79K 0.01%
741
-55
1004
$79K 0.01%
2,257
-455
1005
$78K 0.01%
56
-17
1006
$78K 0.01%
830
+24
1007
$77K 0.01%
807
-3,618
1008
$77K 0.01%
1,586
-223
1009
$77K 0.01%
16,793
+15,357
1010
$77K 0.01%
1,588
-248
1011
$77K 0.01%
2,382
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1012
$76K 0.01%
899
-742
1013
$76K 0.01%
1,576
-553
1014
$76K 0.01%
935
-140
1015
$76K 0.01%
2,252
+924
1016
$76K 0.01%
1,215
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1017
$76K 0.01%
1,312
-2,410
1018
$76K 0.01%
2,955
1019
$76K 0.01%
+2,551
1020
$76K 0.01%
1,133
-15
1021
$76K 0.01%
726
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1022
$75K 0.01%
1,968
-2,480
1023
$74K 0.01%
796
-57
1024
$74K 0.01%
2,326
-297
1025
$74K 0.01%
607
+143
39 40
41
42 43