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
2001
$6K ﹤0.01%
87
2002
$6K ﹤0.01%
38
+27
2003
$6K ﹤0.01%
414
-515
2004
$6K ﹤0.01%
2,400
2005
$6K ﹤0.01%
1,003
-1,469
2006
$6K ﹤0.01%
125
-104
2007
$6K ﹤0.01%
184
+88
2008
$6K ﹤0.01%
+200
2009
$6K ﹤0.01%
221
-2
2010
$6K ﹤0.01%
750
-74
2011
$6K ﹤0.01%
294
2012
$5K ﹤0.01%
100
2013
$5K ﹤0.01%
308
+8
2014
$5K ﹤0.01%
+260
2015
$5K ﹤0.01%
375
2016
$5K ﹤0.01%
113
-404
2017
$5K ﹤0.01%
83
-56
2018
$5K ﹤0.01%
100
2019
$5K ﹤0.01%
56
-1,666
2020
$5K ﹤0.01%
530
2021
$5K ﹤0.01%
144
2022
$5K ﹤0.01%
+66
2023
$5K ﹤0.01%
114
-364
2024
$5K ﹤0.01%
65
+54
2025
$5K ﹤0.01%
22
79 80
81
82 83