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
1526
$21K ﹤0.01%
408
-320
1527
$20K ﹤0.01%
1,201
1528
$20K ﹤0.01%
99
1529
$20K ﹤0.01%
2,889
1530
$20K ﹤0.01%
342
-20
1531
$20K ﹤0.01%
1,264
-1,376
1532
$20K ﹤0.01%
650
1533
$20K ﹤0.01%
248
+70
1534
$20K ﹤0.01%
889
-1,492
1535
$20K ﹤0.01%
1,548
-477
1536
$20K ﹤0.01%
290
1537
$19K ﹤0.01%
400
-58
1538
$19K ﹤0.01%
113
-106
1539
$19K ﹤0.01%
287
+221
1540
$19K ﹤0.01%
327
-220
1541
$19K ﹤0.01%
388
-2,325
1542
$19K ﹤0.01%
313
+22
1543
$19K ﹤0.01%
181
-13
1544
$19K ﹤0.01%
381
-723
1545
$19K ﹤0.01%
351
+296
1546
$19K ﹤0.01%
+201
1547
$19K ﹤0.01%
1,405
+105
1548
$19K ﹤0.01%
200
-140
1549
$19K ﹤0.01%
272
-17
1550
$19K ﹤0.01%
750
60 61
62
63 64