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
1501
$22K ﹤0.01%
5,985
-39,662
1502
$22K ﹤0.01%
242
1503
$22K ﹤0.01%
643
1504
$22K ﹤0.01%
370
+257
1505
$22K ﹤0.01%
558
1506
$22K ﹤0.01%
404
+191
1507
$22K ﹤0.01%
1,014
-21
1508
$22K ﹤0.01%
4,715
-28,000
1509
$22K ﹤0.01%
805
1510
$21K ﹤0.01%
+747
1511
$21K ﹤0.01%
367
1512
$21K ﹤0.01%
518
-2,147
1513
$21K ﹤0.01%
322
-6,127
1514
$21K ﹤0.01%
+540
1515
$21K ﹤0.01%
570
1516
$21K ﹤0.01%
161
1517
$21K ﹤0.01%
1,072
-1,034
1518
$21K ﹤0.01%
134
-104
1519
$21K ﹤0.01%
405
1520
$21K ﹤0.01%
800
1521
$21K ﹤0.01%
390
+314
1522
$21K ﹤0.01%
108
1523
$21K ﹤0.01%
175
1524
$21K ﹤0.01%
176
1525
$21K ﹤0.01%
408
-320
59 60
61
62 63