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
1501
$22K ﹤0.01%
404
+191
1502
$22K ﹤0.01%
1,014
-21
1503
$22K ﹤0.01%
805
1504
$22K ﹤0.01%
702
1505
$22K ﹤0.01%
1,062
-1,780
1506
$22K ﹤0.01%
+382
1507
$22K ﹤0.01%
571
-1,959
1508
$21K ﹤0.01%
+540
1509
$21K ﹤0.01%
+747
1510
$21K ﹤0.01%
734
1511
$21K ﹤0.01%
518
-2,147
1512
$21K ﹤0.01%
322
-6,127
1513
$21K ﹤0.01%
626
-15
1514
$21K ﹤0.01%
570
1515
$21K ﹤0.01%
161
1516
$21K ﹤0.01%
1,072
-1,034
1517
$21K ﹤0.01%
134
-104
1518
$21K ﹤0.01%
405
1519
$21K ﹤0.01%
390
+314
1520
$21K ﹤0.01%
108
1521
$21K ﹤0.01%
175
1522
$21K ﹤0.01%
176
1523
$21K ﹤0.01%
408
-320
1524
$21K ﹤0.01%
800
1525
$20K ﹤0.01%
2,889
59 60
61
62 63