IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
Technology Select Sector SPDR Fund
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
2751
– –
-113
2752
– –
0
2753
– –
-4
2754
– –
0
2755
– –
0
2756
– –
0
2757
– –
0
2758
– –
-353
2759
– –
0
2760
– –
-266
2761
– –
0
2762
$0 ﹤0.01%
20
2763
– –
-700
2764
– –
0
2765
– –
-67
2766
– –
0
2767
– –
0
2768
$0 ﹤0.01%
127
-150
2769
– –
0
2770
– –
0
2771
– –
-2,417
2772
– –
0
2773
– –
0
2774
– –
-200
2775
– –
0
109 110
111
112 113