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
2451
$1K ﹤0.01%
59
-7,642
2452
$1K ﹤0.01%
86
-6
2453
$1K ﹤0.01%
51
-2,725
2454
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11
2455
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8
-51
2456
$1K ﹤0.01%
35
-85
2457
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39
2458
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169
2459
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112
2460
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4
2461
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145
+135
2462
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15
2463
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321
-6,273
2464
$1K ﹤0.01%
22
-73
2465
$1K ﹤0.01%
81
2466
$1K ﹤0.01%
12
-67
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2468
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36
-380
2469
$1K ﹤0.01%
11
2470
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21
2471
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11
-286
2472
$1K ﹤0.01%
23
2473
$1K ﹤0.01%
3
2474
$1K ﹤0.01%
200
-12
2475
$1K ﹤0.01%
333
-3
97 98
99
100 101