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
1351
$32K ﹤0.01%
+1,191
1352
$32K ﹤0.01%
+842
1353
$32K ﹤0.01%
368
+30
1354
$32K ﹤0.01%
825
-290
1355
$32K ﹤0.01%
739
-553
1356
$32K ﹤0.01%
304
+54
1357
$32K ﹤0.01%
847
+597
1358
$32K ﹤0.01%
493
-26,265
1359
$32K ﹤0.01%
1,005
+835
1360
$32K ﹤0.01%
1,127
+14
1361
$31K ﹤0.01%
625
-2,223
1362
$31K ﹤0.01%
542
-1,622
1363
$31K ﹤0.01%
765
-7,901
1364
$31K ﹤0.01%
707
+361
1365
$31K ﹤0.01%
1,808
-5,436
1366
$31K ﹤0.01%
1,223
+1,046
1367
$31K ﹤0.01%
3,373
-108
1368
$31K ﹤0.01%
133
-47
1369
$31K ﹤0.01%
400
-315
1370
$31K ﹤0.01%
401
+69
1371
$31K ﹤0.01%
666
-150
1372
$31K ﹤0.01%
1,599
-7,925
1373
$30K ﹤0.01%
1,074
-2,284
1374
$30K ﹤0.01%
+4,000
1375
$30K ﹤0.01%
1,059
-3,000
53 54
55
56 57