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
1251
$43K ﹤0.01%
1,075
-715
1252
$43K ﹤0.01%
256
+18
1253
$43K ﹤0.01%
3,920
1254
$43K ﹤0.01%
482
+25
1255
$43K ﹤0.01%
+354
1256
$43K ﹤0.01%
551
+278
1257
$42K ﹤0.01%
1,043
+38
1258
$42K ﹤0.01%
2,374
+1,059
1259
$42K ﹤0.01%
525
-83,322
1260
$42K ﹤0.01%
688
-24
1261
$42K ﹤0.01%
306
-1,868
1262
$42K ﹤0.01%
1,734
-821
1263
$42K ﹤0.01%
54
1264
$42K ﹤0.01%
762
-148
1265
$42K ﹤0.01%
483
-4
1266
$41K ﹤0.01%
577
+55
1267
$41K ﹤0.01%
363
-286
1268
$41K ﹤0.01%
3,050
1269
$41K ﹤0.01%
276
+31
1270
$41K ﹤0.01%
1,650
-890
1271
$41K ﹤0.01%
776
+284
1272
$41K ﹤0.01%
885
-396
1273
$41K ﹤0.01%
606
1274
$41K ﹤0.01%
533
-279
1275
$41K ﹤0.01%
910
-1,542
49 50
51
52 53