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
3851
– –
-340
3852
$0 ﹤0.01%
26
3853
– –
-41,060
3854
– –
0
3855
– –
-96
3856
– –
0
3857
– –
0
3858
– –
0
3859
$0 ﹤0.01%
18
3860
– –
0
3861
– –
0
3862
– –
0
3863
– –
0
3864
– –
-635
3865
– –
0
3866
– –
0
3867
– –
0
3868
– –
0
3869
– –
-60
3870
– –
0
3871
– –
0
3872
– –
-169
151 152 153 154
155