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
1651
$15K ﹤0.01%
500
1652
$15K ﹤0.01%
600
1653
$15K ﹤0.01%
434
1654
$15K ﹤0.01%
499
-5
1655
$15K ﹤0.01%
500
-3,389
1656
$15K ﹤0.01%
151
+16
1657
$15K ﹤0.01%
226
-140
1658
$15K ﹤0.01%
208
1659
$15K ﹤0.01%
266
-4
1660
$15K ﹤0.01%
306
-955
1661
$15K ﹤0.01%
350
1662
$15K ﹤0.01%
203
-95
1663
$15K ﹤0.01%
954
1664
$15K ﹤0.01%
288
+48
1665
$15K ﹤0.01%
625
-600
1666
$15K ﹤0.01%
417
-31
1667
$15K ﹤0.01%
650
-150
1668
$15K ﹤0.01%
645
-345
1669
$15K ﹤0.01%
107
1670
$14K ﹤0.01%
297
-432
1671
$14K ﹤0.01%
208
-30
1672
$14K ﹤0.01%
151
1673
$14K ﹤0.01%
+183
1674
$14K ﹤0.01%
144
1675
$14K ﹤0.01%
+700
65 66
67
68 69