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
1151
$55K ﹤0.01%
3,962
+3,889
1152
$55K ﹤0.01%
378
-47
1153
$55K ﹤0.01%
2,226
+2,000
1154
$55K ﹤0.01%
5,687
+5,683
1155
$55K ﹤0.01%
3,309
+2,688
1156
$54K ﹤0.01%
1,764
-3,327
1157
$54K ﹤0.01%
1,937
+183
1158
$54K ﹤0.01%
699
-21
1159
$54K ﹤0.01%
355
+73
1160
$53K ﹤0.01%
874
-92
1161
$53K ﹤0.01%
141
-41
1162
$53K ﹤0.01%
938
-1,336
1163
$53K ﹤0.01%
1,117
+548
1164
$53K ﹤0.01%
3,985
-4,814
1165
$53K ﹤0.01%
2,408
-2
1166
$53K ﹤0.01%
3,579
-100
1167
$52K ﹤0.01%
1,980
-1,337
1168
$52K ﹤0.01%
677
+600
1169
$52K ﹤0.01%
4,124
-4,560
1170
$52K ﹤0.01%
137
-22
1171
$52K ﹤0.01%
1,264
+1,064
1172
$52K ﹤0.01%
2,020
-3,000
1173
$52K ﹤0.01%
718
+700
1174
$52K ﹤0.01%
1,100
1175
$52K ﹤0.01%
1,013
-244
45 46
47
48 49