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
1651
$15K ﹤0.01%
57
-61
1652
$15K ﹤0.01%
500
1653
$15K ﹤0.01%
600
1654
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434
1655
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499
-5
1656
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208
1657
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266
-4
1658
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306
-955
1659
$15K ﹤0.01%
350
1660
$15K ﹤0.01%
203
-95
1661
$15K ﹤0.01%
288
+48
1662
$15K ﹤0.01%
625
-600
1663
$15K ﹤0.01%
417
-31
1664
$15K ﹤0.01%
650
-150
1665
$15K ﹤0.01%
645
-345
1666
$15K ﹤0.01%
107
1667
$15K ﹤0.01%
954
1668
$14K ﹤0.01%
300
1669
$14K ﹤0.01%
598
-58
1670
$14K ﹤0.01%
1,210
-7,650
1671
$14K ﹤0.01%
522
-770
1672
$14K ﹤0.01%
297
-432
1673
$14K ﹤0.01%
208
-30
1674
$14K ﹤0.01%
151
1675
$14K ﹤0.01%
+183
65 66
67
68 69