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
1751
$12K ﹤0.01%
65
-4
1752
$12K ﹤0.01%
47
1753
$12K ﹤0.01%
281
+259
1754
$12K ﹤0.01%
292
-60
1755
$12K ﹤0.01%
475
-25
1756
$12K ﹤0.01%
33
+5
1757
$12K ﹤0.01%
+248
1758
$12K ﹤0.01%
85
1759
$12K ﹤0.01%
182
-740
1760
$12K ﹤0.01%
206
-2,570
1761
$12K ﹤0.01%
554
-2,092
1762
$12K ﹤0.01%
226
-439
1763
$12K ﹤0.01%
177
-603
1764
$12K ﹤0.01%
200
1765
$11K ﹤0.01%
485
1766
$11K ﹤0.01%
180
+60
1767
$11K ﹤0.01%
144
-742
1768
$11K ﹤0.01%
253
1769
$11K ﹤0.01%
275
-1,006
1770
$11K ﹤0.01%
300
1771
$11K ﹤0.01%
531
1772
$11K ﹤0.01%
159
+39
1773
$11K ﹤0.01%
311
-245
1774
$11K ﹤0.01%
+260
1775
$11K ﹤0.01%
525
-324
69 70
71
72 73