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
1301
$37K ﹤0.01%
575
-317
1302
$37K ﹤0.01%
1,523
+23
1303
$37K ﹤0.01%
2,892
+752
1304
$37K ﹤0.01%
+1,767
1305
$37K ﹤0.01%
2,538
-14
1306
$37K ﹤0.01%
1,200
1307
$37K ﹤0.01%
500
-500
1308
$36K ﹤0.01%
5,600
+1,500
1309
$36K ﹤0.01%
532
-1,662
1310
$36K ﹤0.01%
880
1311
$36K ﹤0.01%
358
-550
1312
$36K ﹤0.01%
643
-12
1313
$36K ﹤0.01%
3,871
-8,115
1314
$36K ﹤0.01%
2,011
-400
1315
$36K ﹤0.01%
338
+240
1316
$36K ﹤0.01%
1,325
-299
1317
$36K ﹤0.01%
1,900
-165
1318
$36K ﹤0.01%
750
1319
$35K ﹤0.01%
+643
1320
$35K ﹤0.01%
1,219
-27,541
1321
$35K ﹤0.01%
1,156
-45
1322
$35K ﹤0.01%
548
-10
1323
$35K ﹤0.01%
1,125
+5
1324
$35K ﹤0.01%
9
+6
1325
$35K ﹤0.01%
350
-50
51 52
53
54 55