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
2101
$4K ﹤0.01%
+100
2102
$4K ﹤0.01%
4,425
2103
$4K ﹤0.01%
40
2104
$4K ﹤0.01%
203
2105
$4K ﹤0.01%
+122
2106
$4K ﹤0.01%
87
-16
2107
$4K ﹤0.01%
+69
2108
$4K ﹤0.01%
59
+32
2109
$4K ﹤0.01%
100
-39,631
2110
$4K ﹤0.01%
207
-497
2111
$4K ﹤0.01%
45
2112
$4K ﹤0.01%
150
2113
$4K ﹤0.01%
7
-45
2114
$4K ﹤0.01%
270
+3
2115
$4K ﹤0.01%
115
-32
2116
$4K ﹤0.01%
803
-3,512
2117
$4K ﹤0.01%
67
+13
2118
$4K ﹤0.01%
500
-1,341
2119
$4K ﹤0.01%
600
-2,700
2120
$4K ﹤0.01%
122
-4,583
2121
$4K ﹤0.01%
2,600
+941
2122
$4K ﹤0.01%
136
2123
$4K ﹤0.01%
164
+81
2124
$4K ﹤0.01%
271
2125
$4K ﹤0.01%
+241
83 84
85
86 87