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
2301
$2K ﹤0.01%
+199
2302
$2K ﹤0.01%
163
2303
$2K ﹤0.01%
63
2304
$2K ﹤0.01%
29
2305
$2K ﹤0.01%
1,352
-2,996
2306
$2K ﹤0.01%
58
2307
$2K ﹤0.01%
447
-1,970
2308
$2K ﹤0.01%
50
2309
$2K ﹤0.01%
50
2310
$2K ﹤0.01%
94
2311
$2K ﹤0.01%
24
-22
2312
$2K ﹤0.01%
39
2313
$2K ﹤0.01%
30
2314
$2K ﹤0.01%
82
+33
2315
$2K ﹤0.01%
+28
2316
$2K ﹤0.01%
100
-1,200
2317
$2K ﹤0.01%
17
2318
$2K ﹤0.01%
41
2319
$2K ﹤0.01%
24
2320
$2K ﹤0.01%
+19
2321
$2K ﹤0.01%
100
-572
2322
$2K ﹤0.01%
+44
2323
$2K ﹤0.01%
59
-2,299
2324
$2K ﹤0.01%
86
-17
2325
$2K ﹤0.01%
+108
91 92
93
94 95