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
1551
$19K ﹤0.01%
139
-21
1552
$19K ﹤0.01%
540
1553
$19K ﹤0.01%
301
+17
1554
$19K ﹤0.01%
287
+221
1555
$19K ﹤0.01%
327
-220
1556
$19K ﹤0.01%
388
-2,325
1557
$19K ﹤0.01%
750
1558
$18K ﹤0.01%
525
-1,295
1559
$18K ﹤0.01%
172
+14
1560
$18K ﹤0.01%
2,500
-2,800
1561
$18K ﹤0.01%
1,500
1562
$18K ﹤0.01%
160
1563
$18K ﹤0.01%
395
-719
1564
$18K ﹤0.01%
356
+26
1565
$18K ﹤0.01%
936
-1,344
1566
$18K ﹤0.01%
234
+14
1567
$18K ﹤0.01%
237
1568
$18K ﹤0.01%
428
+307
1569
$18K ﹤0.01%
298
-21
1570
$18K ﹤0.01%
300
-1,052
1571
$18K ﹤0.01%
1,301
-7,560
1572
$18K ﹤0.01%
359
+106
1573
$18K ﹤0.01%
208
-6
1574
$18K ﹤0.01%
+204
1575
$18K ﹤0.01%
345
61 62
63
64 65