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
1076
$66K 0.01%
455
1077
$66K 0.01%
1,859
+252
1078
$66K 0.01%
477
-398
1079
$66K 0.01%
1,544
+336
1080
$65K ﹤0.01%
10,000
-125
1081
$65K ﹤0.01%
9,250
-3,246
1082
$65K ﹤0.01%
1,742
-2,465
1083
$65K ﹤0.01%
1,151
1084
$65K ﹤0.01%
1,383
-7
1085
$65K ﹤0.01%
19,713
+19,163
1086
$65K ﹤0.01%
2,448
+2,157
1087
$65K ﹤0.01%
+1,169
1088
$65K ﹤0.01%
3,760
+535
1089
$65K ﹤0.01%
1,738
+18
1090
$65K ﹤0.01%
4,760
-303
1091
$64K ﹤0.01%
847
+12
1092
$64K ﹤0.01%
56
-2
1093
$64K ﹤0.01%
1,315
1094
$64K ﹤0.01%
1,528
+54
1095
$64K ﹤0.01%
+2,437
1096
$64K ﹤0.01%
1,957
-641
1097
$64K ﹤0.01%
985
-573
1098
$64K ﹤0.01%
1,500
1099
$64K ﹤0.01%
1,103
-74
1100
$63K ﹤0.01%
1,125
+944
42 43
44
45 46