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
2276
$2K ﹤0.01%
86
-17
2277
$2K ﹤0.01%
40
-20
2278
$2K ﹤0.01%
+56
2279
$2K ﹤0.01%
69
2280
$2K ﹤0.01%
100
2281
$2K ﹤0.01%
+40
2282
$2K ﹤0.01%
30
2283
$2K ﹤0.01%
21
2284
$2K ﹤0.01%
19
-100
2285
$2K ﹤0.01%
150
2286
$2K ﹤0.01%
36
2287
$2K ﹤0.01%
6,667
2288
$2K ﹤0.01%
635
2289
$2K ﹤0.01%
38
2290
$2K ﹤0.01%
85
+17
2291
$2K ﹤0.01%
100
2292
$2K ﹤0.01%
16
-9
2293
$2K ﹤0.01%
53
-20
2294
$2K ﹤0.01%
62
2295
$2K ﹤0.01%
+51
2296
$2K ﹤0.01%
131
-516
2297
$2K ﹤0.01%
110
-52
2298
$2K ﹤0.01%
100
-250
2299
$2K ﹤0.01%
50
-1,375
2300
$2K ﹤0.01%
100
-400
90 91
92
93 94