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
1176
$51K ﹤0.01%
+311
1177
$51K ﹤0.01%
175
1178
$51K ﹤0.01%
1,471
+342
1179
$51K ﹤0.01%
711
-14
1180
$50K ﹤0.01%
3,984
-176
1181
$50K ﹤0.01%
425
1182
$50K ﹤0.01%
1,505
+153
1183
$50K ﹤0.01%
517
+79
1184
$50K ﹤0.01%
2,015
-4,184
1185
$50K ﹤0.01%
1,190
-16
1186
$50K ﹤0.01%
1,570
+1,100
1187
$50K ﹤0.01%
843
+176
1188
$50K ﹤0.01%
1,141
-415
1189
$50K ﹤0.01%
893
-1,003
1190
$50K ﹤0.01%
3,532
1191
$49K ﹤0.01%
1,310
-28
1192
$49K ﹤0.01%
894
1193
$49K ﹤0.01%
434
+31
1194
$49K ﹤0.01%
318
+41
1195
$49K ﹤0.01%
320
-58
1196
$49K ﹤0.01%
1,415
-599
1197
$49K ﹤0.01%
2,880
-30
1198
$49K ﹤0.01%
5,110
-138
1199
$49K ﹤0.01%
1,500
-700
1200
$48K ﹤0.01%
370
+49
46 47
48
49 50