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
2126
$4K ﹤0.01%
+122
2127
$4K ﹤0.01%
87
-16
2128
$4K ﹤0.01%
61
-5
2129
$4K ﹤0.01%
78
2130
$4K ﹤0.01%
88
-4,281
2131
$4K ﹤0.01%
69
+3
2132
$4K ﹤0.01%
59
+32
2133
$4K ﹤0.01%
100
-39,631
2134
$4K ﹤0.01%
21
-49
2135
$4K ﹤0.01%
150
2136
$4K ﹤0.01%
7
-45
2137
$4K ﹤0.01%
270
+3
2138
$4K ﹤0.01%
115
-32
2139
$4K ﹤0.01%
803
-3,512
2140
$4K ﹤0.01%
67
+13
2141
$4K ﹤0.01%
277
+3
2142
$4K ﹤0.01%
498
+2
2143
$4K ﹤0.01%
131
+65
2144
$4K ﹤0.01%
600
-2,700
2145
$4K ﹤0.01%
122
-4,583
2146
$4K ﹤0.01%
2,600
+941
2147
$4K ﹤0.01%
136
2148
$4K ﹤0.01%
164
+81
2149
$4K ﹤0.01%
271
2150
$4K ﹤0.01%
+69
84 85
86
87 88