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
1876
$8K ﹤0.01%
+238
1877
$8K ﹤0.01%
203
+1
1878
$8K ﹤0.01%
202
1879
$8K ﹤0.01%
301
+28
1880
$8K ﹤0.01%
210
-19,947
1881
$8K ﹤0.01%
251
-18
1882
$8K ﹤0.01%
50
1883
$8K ﹤0.01%
518
+164
1884
$8K ﹤0.01%
909
-1,975
1885
$8K ﹤0.01%
155
-53
1886
$8K ﹤0.01%
736
1887
$8K ﹤0.01%
500
1888
$8K ﹤0.01%
114
1889
$8K ﹤0.01%
83
-5
1890
$8K ﹤0.01%
165
-640
1891
$8K ﹤0.01%
60
+25
1892
$8K ﹤0.01%
300
1893
$8K ﹤0.01%
114
-9
1894
$8K ﹤0.01%
399
-3,212
1895
$8K ﹤0.01%
217
-52
1896
$8K ﹤0.01%
11
-60
1897
$8K ﹤0.01%
+16
1898
$8K ﹤0.01%
+985
1899
$8K ﹤0.01%
50
+3
1900
$8K ﹤0.01%
70
-37
74 75
76
77 78