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
826
$119K 0.01%
1,727
+1,552
827
$118K 0.01%
461
+117
828
$118K 0.01%
2,230
-1,442
829
$118K 0.01%
2,545
-313
830
$118K 0.01%
4,825
+3,978
831
$117K 0.01%
243
-2
832
$116K 0.01%
25,430
+3,000
833
$116K 0.01%
3,154
+47
834
$116K 0.01%
6,192
+383
835
$116K 0.01%
4,676
836
$115K 0.01%
2,287
+1,879
837
$115K 0.01%
2,245
-6,028
838
$114K 0.01%
1,882
+982
839
$114K 0.01%
2,403
-1,195
840
$114K 0.01%
+3,170
841
$113K 0.01%
1,862
-1,098
842
$113K 0.01%
5,532
+180
843
$112K 0.01%
6,257
-307
844
$112K 0.01%
2,668
-88
845
$112K 0.01%
7,292
-1,163
846
$111K 0.01%
5,147
+14
847
$111K 0.01%
4,384
+1,500
848
$111K 0.01%
4,462
-5,800
849
$111K 0.01%
1,284
-50
850
$110K 0.01%
822
-214
32 33
34
35 36