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
1726
$12K ﹤0.01%
210
-16
1727
$12K ﹤0.01%
175
1728
$12K ﹤0.01%
1,236
+417
1729
$12K ﹤0.01%
352
-21
1730
$12K ﹤0.01%
118
+48
1731
$12K ﹤0.01%
552
+76
1732
$12K ﹤0.01%
436
-132
1733
$12K ﹤0.01%
351
-36
1734
$12K ﹤0.01%
400
1735
$12K ﹤0.01%
63
1736
$12K ﹤0.01%
2,828
1737
$12K ﹤0.01%
204
-26
1738
$12K ﹤0.01%
+3
1739
$12K ﹤0.01%
219
1740
$12K ﹤0.01%
300
-343
1741
$12K ﹤0.01%
146
1742
$12K ﹤0.01%
112
+12
1743
$12K ﹤0.01%
135
+98
1744
$12K ﹤0.01%
598
-969
1745
$12K ﹤0.01%
676
-1,327
1746
$12K ﹤0.01%
+408
1747
$12K ﹤0.01%
244
+144
1748
$12K ﹤0.01%
293
-1,832
1749
$12K ﹤0.01%
70
-4
1750
$12K ﹤0.01%
360
68 69
70
71 72