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
3576
– –
0
3577
– –
0
3578
– –
0
3579
$0 ﹤0.01%
13
3580
– –
-1,000
3581
– –
0
3582
– –
0
3583
– –
0
3584
– –
-175
3585
$0 ﹤0.01%
9
3586
– –
0
3587
– –
0
3588
– –
0
3589
$0 ﹤0.01%
37
-200
3590
$0 ﹤0.01%
1
3591
– –
-405
3592
– –
0
3593
– –
0
3594
– –
0
3595
– –
0
3596
– –
-760
3597
– –
0
3598
– –
0
3599
– –
-100
3600
– –
0
142 143
144
145 146