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
2401
$1K ﹤0.01%
159
-55
2402
$1K ﹤0.01%
195
2403
$1K ﹤0.01%
70
2404
$1K ﹤0.01%
140
2405
$1K ﹤0.01%
+35
2406
$1K ﹤0.01%
73
2407
$1K ﹤0.01%
84
2408
$1K ﹤0.01%
59
2409
$1K ﹤0.01%
666
2410
$1K ﹤0.01%
135
2411
$1K ﹤0.01%
223
-800
2412
$1K ﹤0.01%
750
-570
2413
$1K ﹤0.01%
48
2414
$1K ﹤0.01%
135
2415
$1K ﹤0.01%
429
-4,200
2416
$1K ﹤0.01%
28
-739
2417
$1K ﹤0.01%
40
2418
$1K ﹤0.01%
108
2419
$1K ﹤0.01%
+2,050
2420
$1K ﹤0.01%
18
2421
$1K ﹤0.01%
20,000
2422
$1K ﹤0.01%
200
2423
$1K ﹤0.01%
3
-2
2424
$1K ﹤0.01%
500
-22,917
2425
$1K ﹤0.01%
157
95 96
97
98 99