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
1601
$17K ﹤0.01%
958
-1,398
1602
$17K ﹤0.01%
267
-15
1603
$17K ﹤0.01%
+73
1604
$17K ﹤0.01%
54
+12
1605
$17K ﹤0.01%
+800
1606
$17K ﹤0.01%
142
1607
$17K ﹤0.01%
970
-308
1608
$17K ﹤0.01%
432
1609
$17K ﹤0.01%
126
1610
$17K ﹤0.01%
70
-37
1611
$17K ﹤0.01%
927
-67
1612
$17K ﹤0.01%
751
-1,067
1613
$17K ﹤0.01%
196
-105
1614
$17K ﹤0.01%
547
-910
1615
$17K ﹤0.01%
252
-303
1616
$17K ﹤0.01%
803
1617
$17K ﹤0.01%
80
-26
1618
$17K ﹤0.01%
128
+22
1619
$17K ﹤0.01%
305
+11
1620
$17K ﹤0.01%
258
1621
$16K ﹤0.01%
425
1622
$16K ﹤0.01%
3,335
+46
1623
$16K ﹤0.01%
635
+35
1624
$16K ﹤0.01%
72
-125
1625
$16K ﹤0.01%
6,765
63 64
65
66 67