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
1
$34.8M 2.61%
162,991
-2,578
2
$34.3M 2.58%
106,243
-13,224
3
$32.3M 2.43%
446,172
-142,848
4
$25.6M 1.93%
79,008
-19,553
5
$16.9M 1.27%
347,716
-26,888
6
$16.6M 1.25%
179,418
+1,424
7
$15.5M 1.17%
236,156
-36,178
8
$15.2M 1.14%
114,743
+46,857
9
$14.7M 1.1%
283,049
-46,421
10
$13.3M 1%
323,290
-94,370
11
$13.2M 0.99%
180,948
+15,199
12
$12.7M 0.96%
109,908
-10,198
13
$12.7M 0.95%
282,702
-32,230
14
$12.5M 0.94%
133,680
-10,860
15
$12.3M 0.93%
191,526
+107
16
$11.9M 0.89%
592,851
+56,559
17
$11.2M 0.84%
76,535
+1,472
18
$10.3M 0.78%
357,716
+39,372
19
$10.1M 0.76%
149,400
+21,560
20
$9.64M 0.72%
751,572
+186,792
21
$9.42M 0.71%
59,263
-13,019
22
$9.28M 0.7%
721,788
-73,194
23
$8.92M 0.67%
69,498
-7,040
24
$8.55M 0.64%
84,031
+6,803
25
$8.49M 0.64%
270,340
-35,186
1
2 3 4 5