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
1201
$48K ﹤0.01%
686
-804
1202
$48K ﹤0.01%
447
-709
1203
$48K ﹤0.01%
637
+627
1204
$48K ﹤0.01%
1,463
-19,447
1205
$48K ﹤0.01%
1,730
+696
1206
$48K ﹤0.01%
1,105
-1,201
1207
$48K ﹤0.01%
1,199
+100
1208
$48K ﹤0.01%
660
-8
1209
$47K ﹤0.01%
939
-25
1210
$47K ﹤0.01%
446
1211
$47K ﹤0.01%
483
+1
1212
$47K ﹤0.01%
831
+38
1213
$47K ﹤0.01%
1,384
-99
1214
$47K ﹤0.01%
882
+225
1215
$47K ﹤0.01%
1,320
-3,910
1216
$47K ﹤0.01%
+1,379
1217
$47K ﹤0.01%
2,224
+1,704
1218
$47K ﹤0.01%
2,400
+800
1219
$47K ﹤0.01%
2,337
-513
1220
$47K ﹤0.01%
332
-1,450
1221
$47K ﹤0.01%
+600
1222
$47K ﹤0.01%
568
+7
1223
$47K ﹤0.01%
1,041
+12
1224
$46K ﹤0.01%
1,635
-521
1225
$46K ﹤0.01%
358
+3
47 48
49
50 51