IFP Advisors’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

IFP Advisors’s Portfolio XLFS Stock Details XLFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,189	Closed	-$119K	–	4318
2018 Q1	$119K	Hold	2,189	–	–	0.01%	1285
2017 Q4	$119K	Hold	2,189	–	–	0.01%	1294
2017 Q3	$117K	Hold	2,189	–	–	﹤0.01%	1466
2017 Q2	$113K	Buy	2,189 +739	+51%	+$38.1K	﹤0.01%	1466
2017 Q1	$74K	Hold	1,450	–	–	﹤0.01%	1698
2016 Q4	$76K	Hold	1,450	–	–	﹤0.01%	1628
2016 Q3	$65K	Buy	+1,450	New	+$65K	﹤0.01%	1654
2016 Q1	–	Sell	-364	Closed	-$15K	–	4608
2015 Q4	$15K	Buy	+364	New	+$15K	﹤0.01%	2366

Other funds holding XLFS

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

IFP Advisors's XLFS Position: Q2 2018 in Review

IFP Advisors sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 2,189 shares — an estimated $119K sold.

IFP Advisors first reported a position in XLFS in Q4 2015 and held it in 8 quarters. The position peaked at $119K in Q1 2018. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

IFP Advisors reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
IFP Advisors sold 2,189 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $119K.
IFP Advisors first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q4 2015 and held it in 8 quarters.
IFP Advisors's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $119K in Q1 2018.
3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.