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
2076
$5K ﹤0.01%
130
2077
$5K ﹤0.01%
374
-26
2078
$5K ﹤0.01%
+34
2079
$5K ﹤0.01%
197
-603
2080
$5K ﹤0.01%
156
-200
2081
$5K ﹤0.01%
200
2082
$5K ﹤0.01%
290
2083
$4K ﹤0.01%
+84
2084
$4K ﹤0.01%
+173
2085
$4K ﹤0.01%
+141
2086
$4K ﹤0.01%
+282
2087
$4K ﹤0.01%
147
2088
$4K ﹤0.01%
31
2089
$4K ﹤0.01%
111
2090
$4K ﹤0.01%
120
2091
$4K ﹤0.01%
+39
2092
$4K ﹤0.01%
500
2093
$4K ﹤0.01%
300
2094
$4K ﹤0.01%
352
-514
2095
$4K ﹤0.01%
116
2096
$4K ﹤0.01%
151
-9
2097
$4K ﹤0.01%
206
-1,791
2098
$4K ﹤0.01%
33
2099
$4K ﹤0.01%
88
2100
$4K ﹤0.01%
338
-930
82 83
84
85 86