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
1376
$30K ﹤0.01%
582
-78
1377
$30K ﹤0.01%
1,206
-31,558
1378
$30K ﹤0.01%
1,660
-275
1379
$30K ﹤0.01%
766
-93
1380
$30K ﹤0.01%
726
-329
1381
$30K ﹤0.01%
654
+39
1382
$30K ﹤0.01%
983
1383
$30K ﹤0.01%
1,647
+1,561
1384
$30K ﹤0.01%
3,250
+30
1385
$30K ﹤0.01%
186
-91
1386
$30K ﹤0.01%
197
+87
1387
$29K ﹤0.01%
347
-1,167
1388
$29K ﹤0.01%
3,730
+227
1389
$29K ﹤0.01%
391
-465
1390
$29K ﹤0.01%
1,134
1391
$29K ﹤0.01%
200
1392
$29K ﹤0.01%
1,078
+1,035
1393
$29K ﹤0.01%
417
-1,114
1394
$29K ﹤0.01%
+292
1395
$29K ﹤0.01%
209
-1,603
1396
$29K ﹤0.01%
788
1397
$29K ﹤0.01%
1,137
1398
$29K ﹤0.01%
682
-244
1399
$29K ﹤0.01%
1,126
1400
$29K ﹤0.01%
1,107
54 55
56
57 58