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
2526
$1K ﹤0.01%
50
2527
$1K ﹤0.01%
100
2528
$1K ﹤0.01%
115
-1,632
2529
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18
2530
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+100
2531
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+64
2532
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231
2533
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71
2534
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+44
2535
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9
2536
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2537
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2538
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7
2539
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10
2540
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2541
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13
2542
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2543
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2544
$1K ﹤0.01%
137
2545
$1K ﹤0.01%
385
2546
$1K ﹤0.01%
109
2547
$1K ﹤0.01%
6
-6
2548
$1K ﹤0.01%
1
2549
$1K ﹤0.01%
74
2550
$1K ﹤0.01%
13
100 101
102
103 104