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
1751
$12K ﹤0.01%
+248
1752
$12K ﹤0.01%
85
1753
$12K ﹤0.01%
182
-740
1754
$12K ﹤0.01%
206
-2,570
1755
$12K ﹤0.01%
554
-2,092
1756
$12K ﹤0.01%
226
-439
1757
$12K ﹤0.01%
177
-603
1758
$12K ﹤0.01%
200
1759
$12K ﹤0.01%
+3
1760
$12K ﹤0.01%
219
1761
$12K ﹤0.01%
300
-343
1762
$12K ﹤0.01%
146
1763
$11K ﹤0.01%
+260
1764
$11K ﹤0.01%
223
-20
1765
$11K ﹤0.01%
+268
1766
$11K ﹤0.01%
546
+400
1767
$11K ﹤0.01%
144
-742
1768
$11K ﹤0.01%
253
1769
$11K ﹤0.01%
485
1770
$11K ﹤0.01%
180
+60
1771
$11K ﹤0.01%
275
-1,006
1772
$11K ﹤0.01%
300
1773
$11K ﹤0.01%
262
1774
$11K ﹤0.01%
7,500
1775
$11K ﹤0.01%
360
69 70
71
72 73