IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
State Street Technology Select Sector SPDR ETF
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
2001
$6K ﹤0.01%
500
2002
$6K ﹤0.01%
354
2003
$6K ﹤0.01%
106
2004
$6K ﹤0.01%
+118
2005
$6K ﹤0.01%
88
-226
2006
$6K ﹤0.01%
98
-10
2007
$6K ﹤0.01%
2,400
2008
$6K ﹤0.01%
1,003
-1,469
2009
$6K ﹤0.01%
125
-104
2010
$6K ﹤0.01%
184
+88
2011
$6K ﹤0.01%
+200
2012
$6K ﹤0.01%
221
-2
2013
$6K ﹤0.01%
750
-74
2014
$5K ﹤0.01%
114
-364
2015
$5K ﹤0.01%
65
+54
2016
$5K ﹤0.01%
22
2017
$5K ﹤0.01%
242
2018
$5K ﹤0.01%
115
2019
$5K ﹤0.01%
91
2020
$5K ﹤0.01%
72
2021
$5K ﹤0.01%
548
-14,217
2022
$5K ﹤0.01%
77
2023
$5K ﹤0.01%
476
+286
2024
$5K ﹤0.01%
89
-1,249
2025
$5K ﹤0.01%
375
79 80
81
82 83