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
1051
$69K 0.01%
62
-15
1052
$69K 0.01%
747
-56
1053
$68K 0.01%
404
-12
1054
$68K 0.01%
1,893
+1,766
1055
$68K 0.01%
1,161
+603
1056
$68K 0.01%
6,109
-7,246
1057
$68K 0.01%
2,467
+7
1058
$68K 0.01%
910
1059
$68K 0.01%
1,885
1060
$68K 0.01%
5,900
1061
$67K 0.01%
1,296
-20
1062
$67K 0.01%
752
-372
1063
$67K 0.01%
1,759
+1,564
1064
$67K 0.01%
3,234
-584
1065
$67K 0.01%
900
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4,157
-1,125
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$67K 0.01%
411
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665
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2,176
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1,464
-2,692
1071
$66K 0.01%
15,751
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$66K 0.01%
1,460
-124
1073
$66K 0.01%
57
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1074
$66K 0.01%
2,042
-896
1075
$66K 0.01%
+2,410
41 42
43
44 45