We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1826
$10K ﹤0.01%
761
+379
1827
$10K ﹤0.01%
108
1828
$10K ﹤0.01%
896
+795
1829
$10K ﹤0.01%
58
+7
1830
$10K ﹤0.01%
+123
1831
$10K ﹤0.01%
351
-7,815
1832
$10K ﹤0.01%
983
-1,411
1833
$10K ﹤0.01%
1,181
-233
1834
$10K ﹤0.01%
400
1835
$10K ﹤0.01%
226
-495
1836
$10K ﹤0.01%
174
-10
1837
$10K ﹤0.01%
181
-42
1838
$9K ﹤0.01%
129
-123
1839
$9K ﹤0.01%
69
1840
$9K ﹤0.01%
+100
1841
$9K ﹤0.01%
153
1842
$9K ﹤0.01%
240
-300
1843
$9K ﹤0.01%
90
1844
$9K ﹤0.01%
78
-120
1845
$9K ﹤0.01%
97
-41
1846
$9K ﹤0.01%
319
1847
$9K ﹤0.01%
360
-55
1848
$9K ﹤0.01%
459
1849
$9K ﹤0.01%
206
1850
$9K ﹤0.01%
600
72 73
74
75 76