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
1476
$23K ﹤0.01%
505
-238
1477
$23K ﹤0.01%
+940
1478
$23K ﹤0.01%
1,730
-230
1479
$23K ﹤0.01%
715
+54
1480
$23K ﹤0.01%
1,142
+1,000
1481
$23K ﹤0.01%
350
1482
$23K ﹤0.01%
+1,225
1483
$23K ﹤0.01%
1,555
-314
1484
$23K ﹤0.01%
2,850
-228
1485
$23K ﹤0.01%
174
+95
1486
$23K ﹤0.01%
207
+87
1487
$23K ﹤0.01%
340
+39
1488
$23K ﹤0.01%
928
-55
1489
$23K ﹤0.01%
217
-566
1490
$23K ﹤0.01%
1,011
+414
1491
$23K ﹤0.01%
410
-39
1492
$22K ﹤0.01%
129
1493
$22K ﹤0.01%
356
-28
1494
$22K ﹤0.01%
1,000
1495
$22K ﹤0.01%
702
1496
$22K ﹤0.01%
1,062
-1,780
1497
$22K ﹤0.01%
+382
1498
$22K ﹤0.01%
571
-1,959
1499
$22K ﹤0.01%
365
1500
$22K ﹤0.01%
36
58 59
60
61 62