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
201
$1.56M 0.12%
41,226
-6,880
202
$1.55M 0.12%
39,417
-6,880
203
$1.53M 0.12%
47,284
+17,209
204
$1.53M 0.11%
30,409
-1,581
205
$1.52M 0.11%
15,531
-2,085
206
$1.52M 0.11%
33,672
+3,058
207
$1.51M 0.11%
49,013
-5,925
208
$1.51M 0.11%
79,922
+10,184
209
$1.5M 0.11%
42,949
+2,272
210
$1.48M 0.11%
12,840
+4,519
211
$1.47M 0.11%
47,785
-6,143
212
$1.47M 0.11%
13,635
-2,148
213
$1.46M 0.11%
23,137
-8,513
214
$1.46M 0.11%
26,264
-52,959
215
$1.46M 0.11%
36,575
-1,731
216
$1.46M 0.11%
36,196
-869
217
$1.45M 0.11%
25,958
+9,874
218
$1.42M 0.11%
48,604
-753
219
$1.42M 0.11%
28,193
-18,615
220
$1.38M 0.1%
27,315
-23,545
221
$1.38M 0.1%
39,340
-8,510
222
$1.36M 0.1%
71,683
+25,481
223
$1.35M 0.1%
11,210
-6,674
224
$1.35M 0.1%
22,197
+420
225
$1.35M 0.1%
14,260
+9,905
7 8
9
10 11