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
2501
$1K ﹤0.01%
36
2502
$1K ﹤0.01%
40
2503
$1K ﹤0.01%
37
-5,596
2504
$1K ﹤0.01%
27
-1
2505
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9
-1
2506
$1K ﹤0.01%
12
2507
$1K ﹤0.01%
5
2508
$1K ﹤0.01%
17
-24
2509
$1K ﹤0.01%
22
-11,271
2510
$1K ﹤0.01%
25
2511
$1K ﹤0.01%
149
-216
2512
$1K ﹤0.01%
+11
2513
$1K ﹤0.01%
233
2514
$1K ﹤0.01%
29
+9
2515
$1K ﹤0.01%
47
2516
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2517
$1K ﹤0.01%
28
2518
$1K ﹤0.01%
119
2519
$1K ﹤0.01%
156
-3
2520
$1K ﹤0.01%
53
2521
$1K ﹤0.01%
+31
2522
$1K ﹤0.01%
9
-24,164
2523
$1K ﹤0.01%
44
2524
$1K ﹤0.01%
+55
2525
$1K ﹤0.01%
53
99 100
101
102 103