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
2151
$3K ﹤0.01%
38
2152
$3K ﹤0.01%
250
2153
$3K ﹤0.01%
+150
2154
$3K ﹤0.01%
66
2155
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160
-1,000
2156
$3K ﹤0.01%
54
+7
2157
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85
-22
2158
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29
2159
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626
-248
2160
$3K ﹤0.01%
+300
2161
$3K ﹤0.01%
158
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2162
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52
2163
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76
2164
$3K ﹤0.01%
50
2165
$3K ﹤0.01%
133
2166
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191
2167
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145
-64
2168
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111
-575
2169
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9
-5
2170
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98
+47
2171
$3K ﹤0.01%
305
2172
$3K ﹤0.01%
145
2173
$3K ﹤0.01%
29
-3
2174
$3K ﹤0.01%
+140
2175
$3K ﹤0.01%
99
-143
85 86
87
88 89