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
2651
– –
0
2652
– –
0
2653
– –
-217
2654
– –
0
2655
– –
-40
2656
– –
0
2657
– –
0
2658
– –
-5,205
2659
– –
0
2660
– –
0
2661
– –
0
2662
– –
0
2663
– –
-21
2664
– –
0
2665
– –
-270
2666
$0 ﹤0.01%
16
2667
– –
0
2668
– –
-408
2669
$0 ﹤0.01%
86
-3
2670
– –
0
2671
– –
0
2672
– –
0
2673
– –
0
2674
– –
0
2675
– –
-837
105 106
107
108 109