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
1476
$23K ﹤0.01%
1,730
-230
1477
$23K ﹤0.01%
715
+54
1478
$23K ﹤0.01%
1,142
+1,000
1479
$23K ﹤0.01%
350
1480
$23K ﹤0.01%
+1,225
1481
$23K ﹤0.01%
1,555
-314
1482
$23K ﹤0.01%
2,850
-228
1483
$23K ﹤0.01%
174
+95
1484
$23K ﹤0.01%
207
+87
1485
$23K ﹤0.01%
340
+39
1486
$23K ﹤0.01%
928
-55
1487
$23K ﹤0.01%
217
-566
1488
$23K ﹤0.01%
1,011
+414
1489
$23K ﹤0.01%
410
-39
1490
$22K ﹤0.01%
4,715
-28,000
1491
$22K ﹤0.01%
129
1492
$22K ﹤0.01%
356
-28
1493
$22K ﹤0.01%
1,000
1494
$22K ﹤0.01%
365
1495
$22K ﹤0.01%
36
1496
$22K ﹤0.01%
5,985
-39,662
1497
$22K ﹤0.01%
242
1498
$22K ﹤0.01%
643
1499
$22K ﹤0.01%
370
+257
1500
$22K ﹤0.01%
558
58 59
60
61 62