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
1326
$35K ﹤0.01%
500
1327
$35K ﹤0.01%
212
+51
1328
$34K ﹤0.01%
862
+822
1329
$34K ﹤0.01%
668
+4
1330
$34K ﹤0.01%
475
1331
$34K ﹤0.01%
1,400
1332
$34K ﹤0.01%
7,600
+1,004
1333
$34K ﹤0.01%
223
-387
1334
$34K ﹤0.01%
799
-10,771
1335
$34K ﹤0.01%
+914
1336
$34K ﹤0.01%
3,720
-74,487
1337
$34K ﹤0.01%
683
-623
1338
$34K ﹤0.01%
647
-1,328
1339
$34K ﹤0.01%
669
-158
1340
$33K ﹤0.01%
1,496
1341
$33K ﹤0.01%
668
+272
1342
$33K ﹤0.01%
464
-336
1343
$33K ﹤0.01%
452
-500
1344
$33K ﹤0.01%
188
-752
1345
$33K ﹤0.01%
170
+22
1346
$33K ﹤0.01%
1,809
+1,534
1347
$32K ﹤0.01%
194
-48
1348
$32K ﹤0.01%
521
+22
1349
$32K ﹤0.01%
1,151
+63
1350
$32K ﹤0.01%
611
52 53
54
55 56