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
1976
$6K ﹤0.01%
38
-18
1977
$6K ﹤0.01%
138
+100
1978
$6K ﹤0.01%
104
+2
1979
$6K ﹤0.01%
197
-35,435
1980
$6K ﹤0.01%
699
-1,301
1981
$6K ﹤0.01%
500
1982
$6K ﹤0.01%
354
1983
$6K ﹤0.01%
106
1984
$6K ﹤0.01%
+118
1985
$6K ﹤0.01%
88
-226
1986
$6K ﹤0.01%
98
-10
1987
$6K ﹤0.01%
375
1988
$6K ﹤0.01%
126
+57
1989
$6K ﹤0.01%
35
+18
1990
$6K ﹤0.01%
200
1991
$6K ﹤0.01%
1,929
-7,500
1992
$6K ﹤0.01%
100
1993
$6K ﹤0.01%
200
1994
$6K ﹤0.01%
66
-107
1995
$6K ﹤0.01%
337
-3,625
1996
$6K ﹤0.01%
500
1997
$6K ﹤0.01%
283
-450
1998
$6K ﹤0.01%
141
1999
$6K ﹤0.01%
28
-2
2000
$6K ﹤0.01%
1
78 79
80
81 82