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
1626
$16K ﹤0.01%
2,429
+150
1627
$16K ﹤0.01%
500
-750
1628
$16K ﹤0.01%
+171
1629
$16K ﹤0.01%
584
1630
$16K ﹤0.01%
+26
1631
$16K ﹤0.01%
566
-2,225
1632
$16K ﹤0.01%
917
-664
1633
$16K ﹤0.01%
442
+8
1634
$16K ﹤0.01%
500
1635
$16K ﹤0.01%
651
1636
$16K ﹤0.01%
1,124
-9,094
1637
$16K ﹤0.01%
290
-15
1638
$16K ﹤0.01%
538
-16,903
1639
$16K ﹤0.01%
2,540
+1,086
1640
$16K ﹤0.01%
+88
1641
$16K ﹤0.01%
63
-154
1642
$16K ﹤0.01%
475
1643
$16K ﹤0.01%
245
-250
1644
$16K ﹤0.01%
451
-25
1645
$16K ﹤0.01%
72
-125
1646
$16K ﹤0.01%
6,765
1647
$16K ﹤0.01%
776
-5,189
1648
$16K ﹤0.01%
600
+400
1649
$15K ﹤0.01%
126
-106
1650
$15K ﹤0.01%
57
-61
64 65
66
67 68