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
1451
$25K ﹤0.01%
1,000
1452
$24K ﹤0.01%
171
+164
1453
$24K ﹤0.01%
269
+21
1454
$24K ﹤0.01%
235
1455
$24K ﹤0.01%
1,500
-2,041
1456
$24K ﹤0.01%
+4,027
1457
$24K ﹤0.01%
177
+4
1458
$24K ﹤0.01%
91
-23
1459
$24K ﹤0.01%
1,680
1460
$24K ﹤0.01%
1,198
-549
1461
$24K ﹤0.01%
187
-4
1462
$24K ﹤0.01%
176
-425
1463
$24K ﹤0.01%
889
-726
1464
$24K ﹤0.01%
1,294
1465
$24K ﹤0.01%
379
1466
$24K ﹤0.01%
176
1467
$24K ﹤0.01%
514
-7,185
1468
$24K ﹤0.01%
504
+4
1469
$23K ﹤0.01%
108
+37
1470
$23K ﹤0.01%
327
-48
1471
$23K ﹤0.01%
291
-84
1472
$23K ﹤0.01%
712
1473
$23K ﹤0.01%
1,110
+360
1474
$23K ﹤0.01%
505
-238
1475
$23K ﹤0.01%
+940
57 58
59
60 61