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
151
$2.17M 0.16%
22,048
+3,178
152
$2.16M 0.16%
11,925
-6,117
153
$2.16M 0.16%
34,252
+27,966
154
$2.15M 0.16%
33,395
+130
155
$2.12M 0.16%
23,363
-4,575
156
$2.11M 0.16%
45,709
+34,790
157
$2.11M 0.16%
5,598
-59
158
$2.1M 0.16%
15,834
+8,222
159
$2.06M 0.15%
31,781
-13,667
160
$2.05M 0.15%
23,690
-1,244
161
$2.05M 0.15%
17,507
+150
162
$2.04M 0.15%
45,220
+19,646
163
$2.03M 0.15%
69,027
-62,945
164
$2.03M 0.15%
36,615
+1,556
165
$2.03M 0.15%
95,322
-4,029
166
$2.02M 0.15%
36,967
-3,941
167
$2.02M 0.15%
9,607
+3,174
168
$1.98M 0.15%
32,222
+25,069
169
$1.96M 0.15%
13,181
-3,380
170
$1.92M 0.14%
17,461
-319
171
$1.91M 0.14%
37,518
+470
172
$1.91M 0.14%
42,942
+14,175
173
$1.9M 0.14%
73,144
-36,058
174
$1.9M 0.14%
31,548
-82,670
175
$1.88M 0.14%
10,588
-4,037
5 6
7
8 9