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
2201
$3K ﹤0.01%
50
2202
$3K ﹤0.01%
19
+6
2203
$3K ﹤0.01%
100
2204
$3K ﹤0.01%
100
2205
$3K ﹤0.01%
41
2206
$3K ﹤0.01%
142
2207
$3K ﹤0.01%
800
2208
$3K ﹤0.01%
114
2209
$3K ﹤0.01%
96
2210
$3K ﹤0.01%
110
+31
2211
$3K ﹤0.01%
45
-2
2212
$3K ﹤0.01%
90
2213
$3K ﹤0.01%
73
-786
2214
$3K ﹤0.01%
191
2215
$3K ﹤0.01%
74
2216
$3K ﹤0.01%
145
-64
2217
$3K ﹤0.01%
859
-2,458
2218
– –
0
2219
$3K ﹤0.01%
45
-5
2220
$3K ﹤0.01%
300
-85
2221
$3K ﹤0.01%
+70
2222
$3K ﹤0.01%
24
+1
2223
$3K ﹤0.01%
80
-6
2224
$3K ﹤0.01%
98
2225
$3K ﹤0.01%
815
+129
87 88
89
90 91