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
1351
$32K ﹤0.01%
+1,191
1352
$32K ﹤0.01%
+842
1353
$32K ﹤0.01%
493
-26,265
1354
$32K ﹤0.01%
1,005
+835
1355
$32K ﹤0.01%
1,127
+14
1356
$32K ﹤0.01%
368
+30
1357
$32K ﹤0.01%
825
-290
1358
$32K ﹤0.01%
739
-553
1359
$32K ﹤0.01%
304
+54
1360
$32K ﹤0.01%
847
+597
1361
$31K ﹤0.01%
3,373
-108
1362
$31K ﹤0.01%
133
-47
1363
$31K ﹤0.01%
400
-315
1364
$31K ﹤0.01%
401
+69
1365
$31K ﹤0.01%
666
-150
1366
$31K ﹤0.01%
625
-2,223
1367
$31K ﹤0.01%
542
-1,622
1368
$31K ﹤0.01%
765
-7,901
1369
$31K ﹤0.01%
707
+361
1370
$31K ﹤0.01%
1,808
-5,436
1371
$31K ﹤0.01%
1,223
+1,046
1372
$31K ﹤0.01%
1,599
-7,925
1373
$30K ﹤0.01%
+4,000
1374
$30K ﹤0.01%
1,647
+1,561
1375
$30K ﹤0.01%
1,074
-2,284
53 54
55
56 57