IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
State Street Technology Select Sector SPDR ETF
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
2476
$1K ﹤0.01%
80
2477
$1K ﹤0.01%
9
2478
$1K ﹤0.01%
75
2479
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17
2480
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+30
2481
$1K ﹤0.01%
114
2482
$1K ﹤0.01%
1,077
2483
$1K ﹤0.01%
20
2484
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77
2485
$1K ﹤0.01%
66
-2,188
2486
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11
2487
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22
2488
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57
2489
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16
-23
2490
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6
2491
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104
-8,222
2492
$1K ﹤0.01%
+115
2493
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24
-17
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29
2496
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124
+76
2497
$1K ﹤0.01%
53
+13
2498
$1K ﹤0.01%
12
2499
$1K ﹤0.01%
15
2500
$1K ﹤0.01%
15
98 99
100
101 102