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
1851
$9K ﹤0.01%
227
+200
1852
$9K ﹤0.01%
236
1853
$9K ﹤0.01%
304
+49
1854
$9K ﹤0.01%
304
-656
1855
$9K ﹤0.01%
69
1856
$9K ﹤0.01%
355
1857
$9K ﹤0.01%
1,145
+773
1858
$9K ﹤0.01%
171
+44
1859
$9K ﹤0.01%
148
-8
1860
$9K ﹤0.01%
400
1861
$9K ﹤0.01%
138
-177
1862
$9K ﹤0.01%
46
+1
1863
$9K ﹤0.01%
356
1864
$9K ﹤0.01%
1,070
-505
1865
$9K ﹤0.01%
228
-363
1866
$9K ﹤0.01%
100
1867
$9K ﹤0.01%
148
1868
$9K ﹤0.01%
1,070
1869
$9K ﹤0.01%
1,000
1870
$9K ﹤0.01%
929
+7
1871
$9K ﹤0.01%
310
-19
1872
$9K ﹤0.01%
60
-510
1873
$8K ﹤0.01%
600
-609
1874
$8K ﹤0.01%
38
-398
1875
$8K ﹤0.01%
141
-36
73 74
75
76 77