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
2251
$3K ﹤0.01%
+37
2252
$3K ﹤0.01%
41
2253
$3K ﹤0.01%
100
-3
2254
$3K ﹤0.01%
230
2255
$3K ﹤0.01%
280
-140
2256
$3K ﹤0.01%
183
2257
$3K ﹤0.01%
78
+4
2258
$3K ﹤0.01%
107
2259
$3K ﹤0.01%
625
2260
$3K ﹤0.01%
500
2261
$3K ﹤0.01%
33
2262
$3K ﹤0.01%
72
-383
2263
$3K ﹤0.01%
152
2264
$2K ﹤0.01%
35
2265
$2K ﹤0.01%
38
2266
$2K ﹤0.01%
91
2267
$2K ﹤0.01%
86
-27
2268
$2K ﹤0.01%
46
-1,018
2269
$2K ﹤0.01%
181
-1,850
2270
$2K ﹤0.01%
214
2271
$2K ﹤0.01%
21
2272
$2K ﹤0.01%
36
2273
$2K ﹤0.01%
190
-500
2274
$2K ﹤0.01%
57
-11
2275
$2K ﹤0.01%
90
-175
89 90
91
92 93