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
1801
$10K ﹤0.01%
425
-123
1802
$10K ﹤0.01%
252
-18
1803
$10K ﹤0.01%
237
1804
$10K ﹤0.01%
5,000
1805
$10K ﹤0.01%
200
-300
1806
$10K ﹤0.01%
538
1807
$10K ﹤0.01%
164
-150
1808
$10K ﹤0.01%
266
-996
1809
$10K ﹤0.01%
315
-10,385
1810
$10K ﹤0.01%
210
-35
1811
$10K ﹤0.01%
+452
1812
$10K ﹤0.01%
535
-200
1813
$10K ﹤0.01%
285
1814
$10K ﹤0.01%
125
-7
1815
$10K ﹤0.01%
1,773
+373
1816
$10K ﹤0.01%
82
1817
$10K ﹤0.01%
214
1818
$10K ﹤0.01%
474
-657
1819
$10K ﹤0.01%
489
-3,251
1820
$10K ﹤0.01%
99
-62
1821
$10K ﹤0.01%
52
-122
1822
$10K ﹤0.01%
400
-500
1823
$10K ﹤0.01%
473
-110
1824
$10K ﹤0.01%
327
1825
$10K ﹤0.01%
1,503
-1,281
71 72
73
74 75