We are live on ! Find out more
IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2351
$2K ﹤0.01%
36
2352
– –
0
2353
$2K ﹤0.01%
49
-24
2354
$2K ﹤0.01%
56
2355
$2K ﹤0.01%
+64
2356
$2K ﹤0.01%
6,667
2357
$2K ﹤0.01%
635
2358
$2K ﹤0.01%
373
-96
2359
$2K ﹤0.01%
38
2360
$2K ﹤0.01%
85
+17
2361
$2K ﹤0.01%
100
2362
$2K ﹤0.01%
556
2363
$2K ﹤0.01%
+100
2364
$2K ﹤0.01%
200
2365
$2K ﹤0.01%
+81
2366
$2K ﹤0.01%
30
-12
2367
$2K ﹤0.01%
16
-9
2368
$2K ﹤0.01%
271
2369
$2K ﹤0.01%
300
2370
$2K ﹤0.01%
285
2371
$2K ﹤0.01%
34
2372
$2K ﹤0.01%
252
+179
2373
$2K ﹤0.01%
101
2374
$2K ﹤0.01%
28
2375
$2K ﹤0.01%
26
93 94
95
96 97