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
2251
$3K ﹤0.01%
34
2252
$3K ﹤0.01%
743
2253
$3K ﹤0.01%
33
2254
$3K ﹤0.01%
133
2255
$3K ﹤0.01%
34
-178
2256
$3K ﹤0.01%
55
-4,259
2257
$3K ﹤0.01%
78
2258
$3K ﹤0.01%
66
2259
$3K ﹤0.01%
280
-140
2260
$3K ﹤0.01%
183
2261
$3K ﹤0.01%
78
+4
2262
$3K ﹤0.01%
107
2263
$3K ﹤0.01%
625
2264
$3K ﹤0.01%
500
2265
$3K ﹤0.01%
33
2266
$3K ﹤0.01%
72
-383
2267
$3K ﹤0.01%
152
2268
$2K ﹤0.01%
6,667
2269
$2K ﹤0.01%
635
2270
$2K ﹤0.01%
373
-96
2271
$2K ﹤0.01%
38
2272
$2K ﹤0.01%
85
+17
2273
$2K ﹤0.01%
100
2274
$2K ﹤0.01%
+81
2275
$2K ﹤0.01%
30
-12
89 90
91
92 93