IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$6.38M
2
+$4.26M
3
+$2.29M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.93M

Top Sells

1
+$12.5M
2
+$9.24M
3
+$9.19M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$6.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.05M

Sector Composition

1 Technology 7.21%
2 Financials 4.6%
3 Consumer Discretionary 4.33%
4 Communication Services 3.8%
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%
910
1054
$68K 0.01%
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1055
$68K 0.01%
5,900
1056
$68K 0.01%
404
-12
1057
$68K 0.01%
1,893
+1,766
1058
$68K 0.01%
1,161
+603
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6,109
-7,246
1060
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2,467
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752
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1062
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4,157
-1,125
1063
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411
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1064
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665
1065
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2,176
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900
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$66K 0.01%
1,460
-124
41 42
43
44 45