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
1276
$40K ﹤0.01%
798
-146
1277
$40K ﹤0.01%
894
+27
1278
$40K ﹤0.01%
697
-1,524
1279
$40K ﹤0.01%
1,553
-1,683
1280
$40K ﹤0.01%
+620
1281
$40K ﹤0.01%
1,053
-1,526
1282
$40K ﹤0.01%
1,086
+673
1283
$39K ﹤0.01%
557
-102
1284
$39K ﹤0.01%
410
-135
1285
$39K ﹤0.01%
1,475
+623
1286
$39K ﹤0.01%
851
-840
1287
$39K ﹤0.01%
673
+55
1288
$39K ﹤0.01%
884
+8
1289
$39K ﹤0.01%
131
-2
1290
$39K ﹤0.01%
460
1291
$39K ﹤0.01%
445
-95
1292
$38K ﹤0.01%
604
1293
$38K ﹤0.01%
1,844
+82
1294
$38K ﹤0.01%
1,606
-998
1295
$38K ﹤0.01%
+506
1296
$38K ﹤0.01%
894
-1,651
1297
$38K ﹤0.01%
1,425
1298
$37K ﹤0.01%
602
1299
$37K ﹤0.01%
1,150
+250
1300
$37K ﹤0.01%
904
-2,639
50 51
52
53 54