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
1451
$25K ﹤0.01%
2,200
+2,000
1452
$25K ﹤0.01%
5,014
-5,721
1453
$25K ﹤0.01%
1,000
1454
$24K ﹤0.01%
91
-23
1455
$24K ﹤0.01%
1,680
1456
$24K ﹤0.01%
1,198
-549
1457
$24K ﹤0.01%
187
-4
1458
$24K ﹤0.01%
176
-425
1459
$24K ﹤0.01%
171
+164
1460
$24K ﹤0.01%
889
-726
1461
$24K ﹤0.01%
1,294
1462
$24K ﹤0.01%
379
1463
$24K ﹤0.01%
176
1464
$24K ﹤0.01%
1,500
-2,041
1465
$24K ﹤0.01%
514
-7,185
1466
$24K ﹤0.01%
177
+4
1467
$24K ﹤0.01%
+4,027
1468
$24K ﹤0.01%
269
+21
1469
$24K ﹤0.01%
235
1470
$24K ﹤0.01%
504
+4
1471
$23K ﹤0.01%
108
+37
1472
$23K ﹤0.01%
327
-48
1473
$23K ﹤0.01%
291
-84
1474
$23K ﹤0.01%
712
1475
$23K ﹤0.01%
1,110
+360
57 58
59
60 61