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
1901
$8K ﹤0.01%
93
-63
1902
$8K ﹤0.01%
172
-71
1903
$8K ﹤0.01%
500
1904
$8K ﹤0.01%
587
-180
1905
$8K ﹤0.01%
2,500
-600
1906
$8K ﹤0.01%
600
-609
1907
$8K ﹤0.01%
38
-398
1908
$8K ﹤0.01%
141
-36
1909
$8K ﹤0.01%
200
+50
1910
$8K ﹤0.01%
273
1911
$8K ﹤0.01%
533
+42
1912
$8K ﹤0.01%
120
1913
$8K ﹤0.01%
80
1914
$8K ﹤0.01%
4,150
+750
1915
$8K ﹤0.01%
104
-24
1916
$8K ﹤0.01%
69
1917
$8K ﹤0.01%
116
-24
1918
$8K ﹤0.01%
541
-9,755
1919
$8K ﹤0.01%
91
-326
1920
$8K ﹤0.01%
362
+144
1921
$8K ﹤0.01%
64
1922
$8K ﹤0.01%
259
1923
$8K ﹤0.01%
118
-120
1924
$7K ﹤0.01%
62
+7
1925
$7K ﹤0.01%
415
-34
75 76
77
78 79