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
2376
$2K ﹤0.01%
150
2377
$2K ﹤0.01%
36
2378
– –
0
2379
$2K ﹤0.01%
49
-24
2380
$2K ﹤0.01%
56
2381
$2K ﹤0.01%
+64
2382
$1K ﹤0.01%
39
2383
$1K ﹤0.01%
169
2384
$1K ﹤0.01%
750
-570
2385
$1K ﹤0.01%
48
2386
$1K ﹤0.01%
135
2387
$1K ﹤0.01%
429
-4,200
2388
$1K ﹤0.01%
28
-739
2389
$1K ﹤0.01%
40
2390
$1K ﹤0.01%
108
2391
$1K ﹤0.01%
+2,050
2392
$1K ﹤0.01%
18
2393
$1K ﹤0.01%
20,000
2394
$1K ﹤0.01%
200
2395
$1K ﹤0.01%
3
-2
2396
$1K ﹤0.01%
112
2397
$1K ﹤0.01%
4
2398
$1K ﹤0.01%
145
+135
2399
$1K ﹤0.01%
500
-22,917
2400
$1K ﹤0.01%
15
94 95
96
97 98