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
1126
$59K ﹤0.01%
2,292
-688
1127
$59K ﹤0.01%
696
-5,334
1128
$59K ﹤0.01%
3,124
-3,020
1129
$59K ﹤0.01%
964
-1,698
1130
$58K ﹤0.01%
5,129
-738
1131
$58K ﹤0.01%
2,469
+2,361
1132
$58K ﹤0.01%
1,778
+102
1133
$58K ﹤0.01%
1,479
-2,223
1134
$58K ﹤0.01%
2,815
1135
$57K ﹤0.01%
1,551
-14,865
1136
$57K ﹤0.01%
678
+44
1137
$57K ﹤0.01%
633
-17
1138
$57K ﹤0.01%
1,138
+206
1139
$56K ﹤0.01%
1,062
-14,499
1140
$56K ﹤0.01%
1,223
-766
1141
$56K ﹤0.01%
3,428
-2,422
1142
$56K ﹤0.01%
1,305
-300
1143
$56K ﹤0.01%
331
+36
1144
$56K ﹤0.01%
+1,588
1145
$56K ﹤0.01%
168
+154
1146
$56K ﹤0.01%
1,133
-1,867
1147
$56K ﹤0.01%
70
-104
1148
$55K ﹤0.01%
353
-1
1149
$55K ﹤0.01%
204
-363
1150
$55K ﹤0.01%
14,735
+1,100
44 45
46
47 48