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
1551
$19K ﹤0.01%
700
-209
1552
$19K ﹤0.01%
331
1553
$19K ﹤0.01%
+315
1554
$19K ﹤0.01%
139
-21
1555
$19K ﹤0.01%
540
1556
$19K ﹤0.01%
301
+17
1557
$19K ﹤0.01%
1,459
+251
1558
$19K ﹤0.01%
200
-186
1559
$19K ﹤0.01%
177
-278
1560
$18K ﹤0.01%
395
-719
1561
$18K ﹤0.01%
300
-1,052
1562
$18K ﹤0.01%
1,301
-7,560
1563
$18K ﹤0.01%
359
+106
1564
$18K ﹤0.01%
208
-6
1565
$18K ﹤0.01%
+204
1566
$18K ﹤0.01%
345
1567
$18K ﹤0.01%
1,714
+1,237
1568
$18K ﹤0.01%
230
-420
1569
$18K ﹤0.01%
107
1570
$18K ﹤0.01%
+10,480
1571
$18K ﹤0.01%
195
-34
1572
$18K ﹤0.01%
1,552
-2,652
1573
$18K ﹤0.01%
172
+14
1574
$18K ﹤0.01%
2,500
-2,800
1575
$18K ﹤0.01%
1,500
61 62
63
64 65