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
2226
$3K ﹤0.01%
90
2227
$3K ﹤0.01%
73
-786
2228
$3K ﹤0.01%
74
2229
$3K ﹤0.01%
859
-2,458
2230
– –
0
2231
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45
-5
2232
$3K ﹤0.01%
300
-85
2233
$3K ﹤0.01%
+70
2234
$3K ﹤0.01%
24
+1
2235
$3K ﹤0.01%
80
-6
2236
$3K ﹤0.01%
98
2237
$3K ﹤0.01%
815
+129
2238
$3K ﹤0.01%
47
2239
$3K ﹤0.01%
86
2240
$3K ﹤0.01%
+69
2241
$3K ﹤0.01%
67
-65
2242
$3K ﹤0.01%
79
-156
2243
$3K ﹤0.01%
1,000
2244
$3K ﹤0.01%
290
-250
2245
$3K ﹤0.01%
200
2246
$3K ﹤0.01%
69
2247
$3K ﹤0.01%
2,200
+440
2248
$3K ﹤0.01%
240
-312
2249
$3K ﹤0.01%
+55
2250
$3K ﹤0.01%
30
88 89
90
91 92