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
1801
$10K ﹤0.01%
+452
1802
$10K ﹤0.01%
535
-200
1803
$10K ﹤0.01%
285
1804
$10K ﹤0.01%
+123
1805
$10K ﹤0.01%
351
-7,815
1806
$10K ﹤0.01%
329
-200
1807
$10K ﹤0.01%
252
-18
1808
$10K ﹤0.01%
200
-300
1809
$10K ﹤0.01%
538
1810
$10K ﹤0.01%
164
-150
1811
$10K ﹤0.01%
266
-996
1812
$10K ﹤0.01%
315
-10,385
1813
$10K ﹤0.01%
210
-35
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