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
1101
$63K ﹤0.01%
1,187
-16,326
1102
$63K ﹤0.01%
1,601
-677
1103
$63K ﹤0.01%
1,517
+190
1104
$63K ﹤0.01%
434
+118
1105
$63K ﹤0.01%
3,156
-1,013
1106
$63K ﹤0.01%
337
-19
1107
$63K ﹤0.01%
2,972
-53
1108
$62K ﹤0.01%
1,650
+1,550
1109
$62K ﹤0.01%
941
-7
1110
$62K ﹤0.01%
496
-784
1111
$62K ﹤0.01%
296
+31
1112
$61K ﹤0.01%
2,094
+94
1113
$61K ﹤0.01%
951
1114
$61K ﹤0.01%
1,052
-121
1115
$61K ﹤0.01%
+831
1116
$61K ﹤0.01%
2,400
1117
$60K ﹤0.01%
289
-17
1118
$60K ﹤0.01%
838
+3
1119
$60K ﹤0.01%
618
+126
1120
$60K ﹤0.01%
841
-18
1121
$59K ﹤0.01%
1,335
-22
1122
$59K ﹤0.01%
656
+546
1123
$59K ﹤0.01%
182
-16
1124
$59K ﹤0.01%
1,842
-60
1125
$59K ﹤0.01%
1,848
-496
43 44
45
46 47