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
1576
$18K ﹤0.01%
395
-719
1577
$18K ﹤0.01%
356
+26
1578
$18K ﹤0.01%
936
-1,344
1579
$18K ﹤0.01%
234
+14
1580
$18K ﹤0.01%
237
1581
$18K ﹤0.01%
428
+307
1582
$18K ﹤0.01%
298
-21
1583
$18K ﹤0.01%
300
-1,052
1584
$17K ﹤0.01%
70
-37
1585
$17K ﹤0.01%
605
-539
1586
$17K ﹤0.01%
108
1587
$17K ﹤0.01%
149
+123
1588
$17K ﹤0.01%
216
-22,429
1589
$17K ﹤0.01%
800
-1,540
1590
$17K ﹤0.01%
973
+945
1591
$17K ﹤0.01%
124
+86
1592
$17K ﹤0.01%
555
-634
1593
$17K ﹤0.01%
821
-259
1594
$17K ﹤0.01%
958
-1,398
1595
$17K ﹤0.01%
927
-67
1596
$17K ﹤0.01%
751
-1,067
1597
$17K ﹤0.01%
196
-105
1598
$17K ﹤0.01%
547
-910
1599
$17K ﹤0.01%
252
-303
1600
$17K ﹤0.01%
267
-15
62 63
64
65 66