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
2176
$3K ﹤0.01%
714
2177
$3K ﹤0.01%
+66
2178
$3K ﹤0.01%
88
-1,070
2179
$3K ﹤0.01%
138
2180
$3K ﹤0.01%
65
2181
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135
2182
$3K ﹤0.01%
85
-7
2183
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48
-3
2184
$3K ﹤0.01%
61
-8
2185
$3K ﹤0.01%
252
2186
$3K ﹤0.01%
95
2187
$3K ﹤0.01%
84
-3
2188
$3K ﹤0.01%
50
+12
2189
$3K ﹤0.01%
60
-305
2190
$3K ﹤0.01%
50
+16
2191
$3K ﹤0.01%
133
-1,317
2192
$3K ﹤0.01%
50
2193
$3K ﹤0.01%
279
+87
2194
$3K ﹤0.01%
19
+6
2195
$3K ﹤0.01%
100
2196
$3K ﹤0.01%
100
2197
$3K ﹤0.01%
41
2198
$3K ﹤0.01%
149
2199
$3K ﹤0.01%
29
-2
2200
$3K ﹤0.01%
51
-68
86 87
88
89 90