We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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%
38
+27
2002
$6K ﹤0.01%
414
-515
2003
$6K ﹤0.01%
2,400
2004
$6K ﹤0.01%
1,003
-1,469
2005
$6K ﹤0.01%
125
-104
2006
$6K ﹤0.01%
184
+88
2007
$6K ﹤0.01%
+200
2008
$6K ﹤0.01%
221
-2
2009
$6K ﹤0.01%
750
-74
2010
$6K ﹤0.01%
337
-3,625
2011
$6K ﹤0.01%
504
-274
2012
$5K ﹤0.01%
114
-364
2013
$5K ﹤0.01%
65
+54
2014
$5K ﹤0.01%
22
2015
$5K ﹤0.01%
242
2016
$5K ﹤0.01%
115
2017
$5K ﹤0.01%
91
2018
$5K ﹤0.01%
170
-380
2019
$5K ﹤0.01%
308
+8
2020
$5K ﹤0.01%
+260
2021
$5K ﹤0.01%
72
2022
$5K ﹤0.01%
548
-14,217
2023
$5K ﹤0.01%
77
2024
$5K ﹤0.01%
476
+286
2025
$5K ﹤0.01%
+126
79 80
81
82 83