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
1301
$37K ﹤0.01%
575
-317
1302
$37K ﹤0.01%
2,892
+752
1303
$37K ﹤0.01%
+1,767
1304
$37K ﹤0.01%
2,538
-14
1305
$37K ﹤0.01%
1,200
1306
$37K ﹤0.01%
500
-500
1307
$37K ﹤0.01%
1,523
+23
1308
$36K ﹤0.01%
532
-1,662
1309
$36K ﹤0.01%
2,011
-400
1310
$36K ﹤0.01%
5,600
+1,500
1311
$36K ﹤0.01%
338
+240
1312
$36K ﹤0.01%
1,325
-299
1313
$36K ﹤0.01%
1,900
-165
1314
$36K ﹤0.01%
750
1315
$36K ﹤0.01%
880
1316
$36K ﹤0.01%
358
-550
1317
$36K ﹤0.01%
643
-12
1318
$36K ﹤0.01%
3,871
-8,115
1319
$35K ﹤0.01%
+675
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