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
1701
$13K ﹤0.01%
1,038
+501
1702
$13K ﹤0.01%
314
-19
1703
$13K ﹤0.01%
885
-119
1704
$13K ﹤0.01%
117
1705
$13K ﹤0.01%
238
+234
1706
$13K ﹤0.01%
624
+12
1707
$13K ﹤0.01%
170
1708
$13K ﹤0.01%
150
-52
1709
$13K ﹤0.01%
294
-311
1710
$13K ﹤0.01%
259
-16
1711
$13K ﹤0.01%
525
-721
1712
$13K ﹤0.01%
173
1713
$13K ﹤0.01%
201
-58
1714
$13K ﹤0.01%
299
+100
1715
$13K ﹤0.01%
172
1716
$13K ﹤0.01%
422
+374
1717
$13K ﹤0.01%
390
-19
1718
$13K ﹤0.01%
513
1719
$13K ﹤0.01%
320
-26
1720
$13K ﹤0.01%
636
-4
1721
$13K ﹤0.01%
52
+13
1722
$13K ﹤0.01%
293
-16
1723
$12K ﹤0.01%
352
-21
1724
$12K ﹤0.01%
118
+48
1725
$12K ﹤0.01%
552
+76
67 68
69
70 71