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
126
$2.53M 0.19%
216,688
-43,536
127
$2.47M 0.19%
44,454
-20,199
128
$2.46M 0.19%
12,391
-5,246
129
$2.44M 0.18%
6,173
-701
130
$2.41M 0.18%
81,402
-2,378
131
$2.4M 0.18%
63,580
+1,098
132
$2.38M 0.18%
14,456
+7,555
133
$2.37M 0.18%
80,155
-11,857
134
$2.36M 0.18%
7,107
+4,055
135
$2.34M 0.18%
9,538
+2,319
136
$2.29M 0.17%
70,101
-85,126
137
$2.27M 0.17%
18,054
+8,332
138
$2.27M 0.17%
60,483
-27,657
139
$2.24M 0.17%
32,126
-6,729
140
$2.23M 0.17%
7,519
-3,262
141
$2.23M 0.17%
39,310
-3,017
142
$2.23M 0.17%
20,029
+177
143
$2.22M 0.17%
93,398
-19,918
144
$2.21M 0.17%
53,596
+237
145
$2.21M 0.17%
21,722
-813
146
$2.2M 0.17%
17,062
+3,724
147
$2.19M 0.16%
24,519
+67
148
$2.18M 0.16%
35,284
+4,575
149
$2.18M 0.16%
37,457
-7,770
150
$2.17M 0.16%
18,467
-8
4 5
6
7 8