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
1851
$9K ﹤0.01%
319
1852
$9K ﹤0.01%
360
-55
1853
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459
1854
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1855
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1856
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+200
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304
+49
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304
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1861
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1862
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1,145
+773
1863
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171
+44
1864
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148
-8
1865
$9K ﹤0.01%
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1866
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46
+1
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1869
$9K ﹤0.01%
1,070
-505
1870
$9K ﹤0.01%
228
-363
1871
$9K ﹤0.01%
100
1872
$9K ﹤0.01%
148
1873
$9K ﹤0.01%
1,070
1874
$9K ﹤0.01%
1,000
1875
$8K ﹤0.01%
152
-57
73 74
75
76 77