IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
1901
$8K ﹤0.01%
118
-120
1902
$8K ﹤0.01%
210
-19,947
1903
$8K ﹤0.01%
251
-18
1904
$8K ﹤0.01%
50
1905
$8K ﹤0.01%
736
1906
$8K ﹤0.01%
500
1907
$8K ﹤0.01%
114
1908
$8K ﹤0.01%
83
-5
1909
$8K ﹤0.01%
165
-640
1910
$8K ﹤0.01%
60
+25
1911
$8K ﹤0.01%
300
1912
$8K ﹤0.01%
114
-9
1913
$8K ﹤0.01%
399
-3,212
1914
$8K ﹤0.01%
217
-52
1915
$8K ﹤0.01%
11
-60
1916
$8K ﹤0.01%
+985
1917
$8K ﹤0.01%
50
+3
1918
$8K ﹤0.01%
70
-37
1919
$8K ﹤0.01%
93
-63
1920
$8K ﹤0.01%
172
-71
1921
$8K ﹤0.01%
64
1922
$7K ﹤0.01%
94
-135
1923
$7K ﹤0.01%
260
-1,683
1924
$7K ﹤0.01%
135
-169
1925
$7K ﹤0.01%
2,115
75 76
77
78 79