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
2226
$3K ﹤0.01%
47
2227
$3K ﹤0.01%
86
2228
$3K ﹤0.01%
+69
2229
$3K ﹤0.01%
111
-575
2230
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9
-5
2231
$3K ﹤0.01%
98
+47
2232
$3K ﹤0.01%
+55
2233
$3K ﹤0.01%
67
-65
2234
$3K ﹤0.01%
305
2235
$3K ﹤0.01%
79
-156
2236
$3K ﹤0.01%
1,000
2237
$3K ﹤0.01%
145
2238
$3K ﹤0.01%
290
-250
2239
$3K ﹤0.01%
200
2240
$3K ﹤0.01%
69
2241
$3K ﹤0.01%
2,200
+440
2242
$3K ﹤0.01%
240
-312
2243
$3K ﹤0.01%
30
2244
$3K ﹤0.01%
+37
2245
$3K ﹤0.01%
41
2246
$3K ﹤0.01%
100
-3
2247
$3K ﹤0.01%
38
2248
$3K ﹤0.01%
230
2249
$3K ﹤0.01%
29
-2
2250
$3K ﹤0.01%
51
-68
88 89
90
91 92