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
2326
$2K ﹤0.01%
82
+33
2327
$2K ﹤0.01%
+28
2328
$2K ﹤0.01%
100
-1,200
2329
$2K ﹤0.01%
17
2330
$2K ﹤0.01%
41
2331
$2K ﹤0.01%
24
2332
$2K ﹤0.01%
+19
2333
$2K ﹤0.01%
100
-572
2334
$2K ﹤0.01%
+44
2335
$2K ﹤0.01%
59
-2,299
2336
$2K ﹤0.01%
+108
2337
$2K ﹤0.01%
26
2338
$2K ﹤0.01%
+21
2339
$2K ﹤0.01%
362
+326
2340
$2K ﹤0.01%
95
-34
2341
$2K ﹤0.01%
128
-400
2342
$2K ﹤0.01%
+63
2343
$2K ﹤0.01%
+19
2344
$2K ﹤0.01%
32
-200
2345
– –
0
2346
$2K ﹤0.01%
50
2347
$2K ﹤0.01%
+20
2348
$2K ﹤0.01%
82
2349
$2K ﹤0.01%
154
2350
$2K ﹤0.01%
126
92 93
94
95 96