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
1401
$29K ﹤0.01%
368
-36
1402
$28K ﹤0.01%
700
-165
1403
$28K ﹤0.01%
235
-33
1404
$28K ﹤0.01%
+1,148
1405
$28K ﹤0.01%
69,134
1406
$28K ﹤0.01%
4,469
-6,000
1407
$28K ﹤0.01%
1,200
-2,890
1408
$28K ﹤0.01%
1,128
-393
1409
$28K ﹤0.01%
86
+33
1410
$28K ﹤0.01%
393
+98
1411
$27K ﹤0.01%
1,728
+16
1412
$27K ﹤0.01%
340
-7,399
1413
$27K ﹤0.01%
262
+126
1414
$27K ﹤0.01%
1,500
-12,944
1415
$27K ﹤0.01%
367
1416
$27K ﹤0.01%
914
-1,089
1417
$27K ﹤0.01%
5,000
-1,528
1418
$27K ﹤0.01%
478
1419
$27K ﹤0.01%
356
+8
1420
$27K ﹤0.01%
1,677
+1,477
1421
$27K ﹤0.01%
3,182
+53
1422
$27K ﹤0.01%
1,700
-100
1423
$27K ﹤0.01%
380
+3
1424
$27K ﹤0.01%
3,500
-45,300
1425
$27K ﹤0.01%
191
55 56
57
58 59