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
2051
$5K ﹤0.01%
601
-15
2052
$5K ﹤0.01%
74
2053
$5K ﹤0.01%
64
2054
$5K ﹤0.01%
208
-34
2055
$5K ﹤0.01%
123
-2,262
2056
$5K ﹤0.01%
+80
2057
$5K ﹤0.01%
57
-432
2058
$5K ﹤0.01%
124
2059
$5K ﹤0.01%
+291
2060
$5K ﹤0.01%
+400
2061
$5K ﹤0.01%
32
-1,199
2062
$5K ﹤0.01%
800
+200
2063
$5K ﹤0.01%
98
-300
2064
$5K ﹤0.01%
129
-200
2065
$5K ﹤0.01%
114
2066
$5K ﹤0.01%
544
+11
2067
$5K ﹤0.01%
382
+280
2068
$5K ﹤0.01%
+72
2069
$5K ﹤0.01%
72
2070
$5K ﹤0.01%
548
-14,217
2071
$5K ﹤0.01%
77
2072
$5K ﹤0.01%
476
+286
2073
$5K ﹤0.01%
+126
2074
$5K ﹤0.01%
100
2075
$5K ﹤0.01%
215
81 82
83
84 85