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
1426
$26K ﹤0.01%
675
1427
$26K ﹤0.01%
881
1428
$26K ﹤0.01%
3,317
1429
$26K ﹤0.01%
704
1430
$26K ﹤0.01%
629
-532
1431
$26K ﹤0.01%
450
1432
$26K ﹤0.01%
332
+175
1433
$26K ﹤0.01%
781
-2,555
1434
$26K ﹤0.01%
159
+24
1435
$26K ﹤0.01%
630
-30
1436
$26K ﹤0.01%
1,000
1437
$26K ﹤0.01%
1,517
1438
$26K ﹤0.01%
880
1439
$26K ﹤0.01%
1,250
1440
$25K ﹤0.01%
675
-100
1441
$25K ﹤0.01%
722
+540
1442
$25K ﹤0.01%
576
-857
1443
$25K ﹤0.01%
294
1444
$25K ﹤0.01%
2,200
+2,000
1445
$25K ﹤0.01%
5,014
-5,721
1446
$25K ﹤0.01%
1,000
1447
$25K ﹤0.01%
485
+364
1448
$25K ﹤0.01%
98
+4
1449
$25K ﹤0.01%
999
1450
$25K ﹤0.01%
752
+86
56 57
58
59 60