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
2426
$1K ﹤0.01%
23
2427
$1K ﹤0.01%
3
2428
$1K ﹤0.01%
200
-12
2429
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333
-3
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40
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27
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104
-100
2433
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98
-83
2434
$1K ﹤0.01%
200
-3,460
2435
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55
-455
2436
$1K ﹤0.01%
15
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2437
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9
2439
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94
-296
2440
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2441
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2442
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2443
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2444
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2445
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+20
2446
$1K ﹤0.01%
+72
2447
$1K ﹤0.01%
12
-292
2448
$1K ﹤0.01%
9
2449
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20
2450
$1K ﹤0.01%
16
96 97
98
99 100