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
1701
$13K ﹤0.01%
170
1702
$13K ﹤0.01%
150
-52
1703
$13K ﹤0.01%
300
1704
$13K ﹤0.01%
294
-311
1705
$13K ﹤0.01%
259
-16
1706
$13K ﹤0.01%
525
-721
1707
$13K ﹤0.01%
422
+374
1708
$13K ﹤0.01%
390
-19
1709
$13K ﹤0.01%
513
1710
$13K ﹤0.01%
320
-26
1711
$13K ﹤0.01%
636
-4
1712
$13K ﹤0.01%
52
+13
1713
$13K ﹤0.01%
293
-16
1714
$13K ﹤0.01%
275
-123
1715
$13K ﹤0.01%
37
1716
$13K ﹤0.01%
310
+202
1717
$13K ﹤0.01%
251
-55
1718
$13K ﹤0.01%
173
1719
$13K ﹤0.01%
641
+398
1720
$13K ﹤0.01%
947
-1,425
1721
$13K ﹤0.01%
286
+101
1722
$13K ﹤0.01%
201
-58
1723
$13K ﹤0.01%
299
+100
1724
$13K ﹤0.01%
172
1725
$12K ﹤0.01%
1,779
+1,389
67 68
69
70 71