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
1676
$14K ﹤0.01%
823
-15
1677
$14K ﹤0.01%
232
+14
1678
$14K ﹤0.01%
133
-77
1679
$14K ﹤0.01%
+5,000
1680
$14K ﹤0.01%
397
+79
1681
$14K ﹤0.01%
300
1682
$14K ﹤0.01%
598
-58
1683
$14K ﹤0.01%
1,210
-7,650
1684
$14K ﹤0.01%
522
-770
1685
$14K ﹤0.01%
828
-25
1686
$14K ﹤0.01%
331
+55
1687
$14K ﹤0.01%
200
1688
$14K ﹤0.01%
297
-432
1689
$14K ﹤0.01%
208
-30
1690
$14K ﹤0.01%
677
-570
1691
$14K ﹤0.01%
6,108
-5,535
1692
$14K ﹤0.01%
2,500
-205
1693
$13K ﹤0.01%
100
1694
$13K ﹤0.01%
400
-11
1695
$13K ﹤0.01%
1,038
+501
1696
$13K ﹤0.01%
314
-19
1697
$13K ﹤0.01%
885
-119
1698
$13K ﹤0.01%
117
1699
$13K ﹤0.01%
238
+234
1700
$13K ﹤0.01%
624
+12
66 67
68
69 70