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
1776
$11K ﹤0.01%
200
-349
1777
$11K ﹤0.01%
496
-699
1778
$11K ﹤0.01%
324
-225
1779
$11K ﹤0.01%
570
-230
1780
$11K ﹤0.01%
146
+46
1781
$11K ﹤0.01%
223
-20
1782
$11K ﹤0.01%
+268
1783
$11K ﹤0.01%
374
-2,453
1784
$11K ﹤0.01%
396
-750
1785
$11K ﹤0.01%
768
+760
1786
$11K ﹤0.01%
300
1787
$11K ﹤0.01%
546
+400
1788
$11K ﹤0.01%
144
1789
$11K ﹤0.01%
187
-318
1790
$11K ﹤0.01%
715
+520
1791
$11K ﹤0.01%
402
-87
1792
$11K ﹤0.01%
162
1793
$11K ﹤0.01%
500
1794
$11K ﹤0.01%
191
-22,858
1795
$11K ﹤0.01%
220
1796
$11K ﹤0.01%
262
1797
$11K ﹤0.01%
7,500
1798
$11K ﹤0.01%
360
1799
$11K ﹤0.01%
135
+16
1800
$10K ﹤0.01%
329
-200
70 71
72
73 74