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
2201
$3K ﹤0.01%
34
2202
$3K ﹤0.01%
743
2203
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33
2204
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34
-178
2205
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+81
2206
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117
+32
2207
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82
+51
2208
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+18
2209
$3K ﹤0.01%
140
-320
2210
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46
-6
2211
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8
2212
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79
-307
2213
$3K ﹤0.01%
60
2214
$3K ﹤0.01%
98
-9
2215
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69
-9
2216
$3K ﹤0.01%
140
2217
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+25
2218
$3K ﹤0.01%
120
2219
$3K ﹤0.01%
55
-4,259
2220
$3K ﹤0.01%
78
2221
$3K ﹤0.01%
800
2222
$3K ﹤0.01%
114
2223
$3K ﹤0.01%
96
2224
$3K ﹤0.01%
110
+31
2225
$3K ﹤0.01%
45
-2
87 88
89
90 91