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
2376
$2K ﹤0.01%
215
+96
2377
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151
-26
2378
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53
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+31
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9
-24,164
2381
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44
2382
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+55
2383
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53
2384
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50
2385
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100
2386
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115
-1,632
2387
$1K ﹤0.01%
18
2388
$1K ﹤0.01%
+100
2389
$1K ﹤0.01%
+64
2390
$1K ﹤0.01%
231
2391
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7
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10
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71
2394
$1K ﹤0.01%
+44
2395
$1K ﹤0.01%
9
2396
$1K ﹤0.01%
34
2397
$1K ﹤0.01%
56
2398
$1K ﹤0.01%
385
2399
$1K ﹤0.01%
74
2400
$1K ﹤0.01%
13
94 95
96
97 98