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
1651
$15K ﹤0.01%
600
1652
$15K ﹤0.01%
434
1653
$15K ﹤0.01%
499
-5
1654
$15K ﹤0.01%
500
-3,389
1655
$15K ﹤0.01%
151
+16
1656
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226
-140
1657
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208
1658
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350
1659
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650
-150
1660
$15K ﹤0.01%
645
-345
1661
$15K ﹤0.01%
107
1662
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126
-106
1663
$15K ﹤0.01%
266
-4
1664
$15K ﹤0.01%
306
-955
1665
$15K ﹤0.01%
203
-95
1666
$15K ﹤0.01%
954
1667
$15K ﹤0.01%
288
+48
1668
$15K ﹤0.01%
625
-600
1669
$15K ﹤0.01%
417
-31
1670
$14K ﹤0.01%
151
1671
$14K ﹤0.01%
+183
1672
$14K ﹤0.01%
144
1673
$14K ﹤0.01%
+700
1674
$14K ﹤0.01%
353
-19
1675
$14K ﹤0.01%
103
-9
65 66
67
68 69