IA
XLVS

IFP Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

IFP Advisors’s Portfolio XLVS Stock Details XLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-699
Closed -$69K – 4303
2018
Q1 		$69K Hold
699
– – ﹤0.01% 1616
2017
Q4 		$69K Hold
699
– – ﹤0.01% 1630
2017
Q3 		$65K Hold
699
– – ﹤0.01% 1836
2017
Q2 		$61K Buy
699
+348
+99% +$30.4K ﹤0.01% 1833
2017
Q1 		$28K Hold
351
– – ﹤0.01% 2299
2016
Q4 		$26K Hold
351
– – ﹤0.01% 2296
2016
Q3 		$26K Hold
351
– – ﹤0.01% 2258
2016
Q2 		$25K Buy
+351
New +$25K ﹤0.01% 2225
2016
Q1 		– Sell
-435
Closed -$31K – 4553
2015
Q4 		$31K Buy
+435
New +$31K ﹤0.01% 1909

Other funds holding XLVS

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

IFP Advisors's XLVS Position: Q2 2018 in Review

IFP Advisors sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 699 shares — an estimated $69K sold.

IFP Advisors first reported a position in XLVS in Q4 2015 and held it in 9 quarters. The position peaked at $69K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • IFP Advisors reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 699 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $69K.
  • IFP Advisors first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $69K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

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