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
1826
$10K ﹤0.01%
200
1827
$10K ﹤0.01%
183
+10
1828
$10K ﹤0.01%
761
+379
1829
$10K ﹤0.01%
36
1830
$10K ﹤0.01%
896
+795
1831
$10K ﹤0.01%
58
+7
1832
$10K ﹤0.01%
+123
1833
$10K ﹤0.01%
351
-7,815
1834
$10K ﹤0.01%
983
-1,411
1835
$10K ﹤0.01%
1,181
-233
1836
$10K ﹤0.01%
400
1837
$10K ﹤0.01%
226
-495
1838
$10K ﹤0.01%
174
-10
1839
$10K ﹤0.01%
181
-42
1840
$9K ﹤0.01%
129
-123
1841
$9K ﹤0.01%
69
1842
$9K ﹤0.01%
+100
1843
$9K ﹤0.01%
153
1844
$9K ﹤0.01%
240
-300
1845
$9K ﹤0.01%
929
+7
1846
$9K ﹤0.01%
310
-19
1847
$9K ﹤0.01%
60
-510
1848
$9K ﹤0.01%
90
1849
$9K ﹤0.01%
78
-120
1850
$9K ﹤0.01%
97
-41
72 73
74
75 76