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
176
$1.86M 0.14%
17,210
+1,921
177
$1.86M 0.14%
24,497
-1,417
178
$1.86M 0.14%
67,946
-1,595
179
$1.85M 0.14%
20,132
-4,423
180
$1.85M 0.14%
19,522
-7,065
181
$1.84M 0.14%
18,075
+10,752
182
$1.84M 0.14%
13,459
-839
183
$1.79M 0.13%
31,202
-17,732
184
$1.79M 0.13%
30,864
+1,638
185
$1.77M 0.13%
68,018
-1,878
186
$1.76M 0.13%
39,924
-23,667
187
$1.75M 0.13%
68,522
-61,394
188
$1.72M 0.13%
19,788
-11,516
189
$1.71M 0.13%
1,165
190
$1.71M 0.13%
17,771
+2,945
191
$1.71M 0.13%
16,643
+10,946
192
$1.69M 0.13%
16,747
-2,028
193
$1.68M 0.13%
44,739
+4,558
194
$1.64M 0.12%
22,762
+14,325
195
$1.64M 0.12%
38,489
+9,090
196
$1.63M 0.12%
10,353
+6,133
197
$1.62M 0.12%
21,762
-12,204
198
$1.6M 0.12%
10,756
+7,099
199
$1.59M 0.12%
+31,753
200
$1.57M 0.12%
13,876
-1,975
6 7
8
9 10