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
1601
$17K ﹤0.01%
271
1602
$17K ﹤0.01%
50
-1
1603
$17K ﹤0.01%
610
-20
1604
$17K ﹤0.01%
149
+123
1605
$17K ﹤0.01%
216
-22,429
1606
$17K ﹤0.01%
800
-1,540
1607
$17K ﹤0.01%
973
+945
1608
$17K ﹤0.01%
124
+86
1609
$17K ﹤0.01%
555
-634
1610
$17K ﹤0.01%
821
-259
1611
$17K ﹤0.01%
927
-67
1612
$17K ﹤0.01%
751
-1,067
1613
$17K ﹤0.01%
252
-303
1614
$17K ﹤0.01%
267
-15
1615
$17K ﹤0.01%
+73
1616
$17K ﹤0.01%
54
+12
1617
$17K ﹤0.01%
432
1618
$17K ﹤0.01%
126
1619
$16K ﹤0.01%
425
1620
$16K ﹤0.01%
3,335
+46
1621
$16K ﹤0.01%
635
+35
1622
$16K ﹤0.01%
490
1623
$16K ﹤0.01%
2,429
+150
1624
$16K ﹤0.01%
500
-750
1625
$16K ﹤0.01%
+171
63 64
65
66 67