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
2901
– –
0
2902
– –
-12
2903
– –
0
2904
– –
0
2905
– –
-71
2906
– –
0
2907
– –
-54
2908
– –
0
2909
– –
-180
2910
– –
0
2911
– –
-51
2912
– –
0
2913
– –
0
2914
– –
0
2915
– –
0
2916
– –
-625
2917
– –
0
2918
– –
0
2919
– –
-5,692
2920
– –
0
2921
– –
-1,242
2922
– –
0
2923
– –
0
2924
– –
-200
2925
– –
0
115 116
117
118 119