IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$6.38M
2
+$4.26M
3
+$2.29M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.04M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.93M

Top Sells

1
+$12.5M
2
+$9.24M
3
+$9.19M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$6.47M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.05M

Sector Composition

1 Technology 7.21%
2 Financials 4.6%
3 Consumer Discretionary 4.33%
4 Communication Services 3.8%
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%
410
-135
1284
$39K ﹤0.01%
1,475
+623
1285
$39K ﹤0.01%
851
-840
1286
$39K ﹤0.01%
673
+55
1287
$39K ﹤0.01%
884
+8
1288
$39K ﹤0.01%
131
-2
1289
$39K ﹤0.01%
460
1290
$39K ﹤0.01%
445
-95
1291
$39K ﹤0.01%
557
-102
1292
$38K ﹤0.01%
+506
1293
$38K ﹤0.01%
894
-1,651
1294
$38K ﹤0.01%
604
1295
$38K ﹤0.01%
1,844
+82
1296
$38K ﹤0.01%
1,606
-998
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