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
2051
$5K ﹤0.01%
169
-158
2052
$5K ﹤0.01%
+178
2053
$5K ﹤0.01%
100
2054
$5K ﹤0.01%
301
-690
2055
$5K ﹤0.01%
200
+87
2056
$5K ﹤0.01%
251
+137
2057
$5K ﹤0.01%
88
+38
2058
$5K ﹤0.01%
123
-2,262
2059
$5K ﹤0.01%
+80
2060
$5K ﹤0.01%
57
-432
2061
$5K ﹤0.01%
124
2062
$5K ﹤0.01%
+291
2063
$5K ﹤0.01%
+400
2064
$5K ﹤0.01%
215
2065
$5K ﹤0.01%
130
2066
$5K ﹤0.01%
374
-26
2067
$5K ﹤0.01%
+34
2068
$5K ﹤0.01%
197
-603
2069
$5K ﹤0.01%
156
-200
2070
$5K ﹤0.01%
200
2071
$5K ﹤0.01%
290
2072
$5K ﹤0.01%
32
-1,199
2073
$5K ﹤0.01%
800
+200
2074
$5K ﹤0.01%
98
-300
2075
$5K ﹤0.01%
129
-200
81 82
83
84 85