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
1876
$8K ﹤0.01%
200
+50
1877
$8K ﹤0.01%
273
1878
$8K ﹤0.01%
533
+42
1879
$8K ﹤0.01%
120
1880
$8K ﹤0.01%
152
-57
1881
$8K ﹤0.01%
80
1882
$8K ﹤0.01%
4,150
+750
1883
$8K ﹤0.01%
+238
1884
$8K ﹤0.01%
203
+1
1885
$8K ﹤0.01%
202
1886
$8K ﹤0.01%
301
+28
1887
$8K ﹤0.01%
64
1888
$8K ﹤0.01%
259
1889
$8K ﹤0.01%
118
-120
1890
$8K ﹤0.01%
210
-19,947
1891
$8K ﹤0.01%
251
-18
1892
$8K ﹤0.01%
50
1893
$8K ﹤0.01%
518
+164
1894
$8K ﹤0.01%
909
-1,975
1895
$8K ﹤0.01%
155
-53
1896
$8K ﹤0.01%
736
1897
$8K ﹤0.01%
500
1898
$8K ﹤0.01%
114
1899
$8K ﹤0.01%
83
-5
1900
$8K ﹤0.01%
165
-640
74 75
76
77 78