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
101
$2.96M 0.22%
34,966
+17,760
102
$2.94M 0.22%
13,869
-1,809
103
$2.94M 0.22%
67,850
+2,341
104
$2.93M 0.22%
74,317
+2,784
105
$2.91M 0.22%
83,390
+18,171
106
$2.9M 0.22%
51,575
-2,001
107
$2.89M 0.22%
53,493
+18,376
108
$2.86M 0.21%
44,715
+23,744
109
$2.82M 0.21%
29,049
+1,778
110
$2.79M 0.21%
12,231
+3,580
111
$2.78M 0.21%
12,878
+7,306
112
$2.78M 0.21%
78,558
-89,205
113
$2.75M 0.21%
52,282
-3,328
114
$2.75M 0.21%
8,408
+2,523
115
$2.73M 0.2%
22,672
-12,329
116
$2.66M 0.2%
56,705
-839
117
$2.63M 0.2%
37,215
-3,099
118
$2.63M 0.2%
55,201
-12,031
119
$2.63M 0.2%
65,997
-68,091
120
$2.6M 0.2%
32,206
-170
121
$2.58M 0.19%
11,723
-11,704
122
$2.57M 0.19%
17,565
-737
123
$2.56M 0.19%
18,539
-13,626
124
$2.56M 0.19%
31,376
+16,131
125
$2.54M 0.19%
43,245
+1,490
3 4
5
6 7