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
2126
$4K ﹤0.01%
211
-116
2127
$4K ﹤0.01%
48
-4
2128
$4K ﹤0.01%
101
-9
2129
$4K ﹤0.01%
82
2130
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200
2131
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94
2132
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2133
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+67
2134
$4K ﹤0.01%
115
2135
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234
+7
2136
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101
+49
2137
$4K ﹤0.01%
27
-2
2138
$4K ﹤0.01%
170
-1,300
2139
$4K ﹤0.01%
65
+2
2140
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2141
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+120
2142
$4K ﹤0.01%
31
2143
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+58
2144
$4K ﹤0.01%
207
2145
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61
-5
2146
$4K ﹤0.01%
133
-11
2147
$4K ﹤0.01%
78
2148
$4K ﹤0.01%
88
-4,281
2149
$4K ﹤0.01%
69
+3
2150
$4K ﹤0.01%
277
+3
84 85
86
87 88