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
1026
$74K 0.01%
838
+241
1027
$73K 0.01%
523
+2
1028
$73K 0.01%
681
+263
1029
$73K 0.01%
+2,570
1030
$73K 0.01%
4,950
+2,790
1031
$73K 0.01%
848
-530
1032
$73K 0.01%
1,635
-49
1033
$73K 0.01%
2,498
+122
1034
$72K 0.01%
384
-94
1035
$72K 0.01%
1,137
-467
1036
$72K 0.01%
1,757
+25
1037
$72K 0.01%
2,082
-2,109
1038
$72K 0.01%
412
-21
1039
$71K 0.01%
842
-1,347
1040
$71K 0.01%
2,137
-5,125
1041
$71K 0.01%
415
-16
1042
$71K 0.01%
1,028
-96
1043
$71K 0.01%
1,757
1044
$70K 0.01%
3,361
-2,298
1045
$70K 0.01%
805
-3,166
1046
$70K 0.01%
471
+8
1047
$70K 0.01%
4,225
+1,232
1048
$70K 0.01%
2,533
+581
1049
$69K 0.01%
2,283
-193
1050
$69K 0.01%
1,327
-1,788
40 41
42
43 44