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
1826
$10K ﹤0.01%
315
-10,385
1827
$10K ﹤0.01%
210
-35
1828
$10K ﹤0.01%
+452
1829
$10K ﹤0.01%
535
-200
1830
$10K ﹤0.01%
285
1831
$10K ﹤0.01%
125
-7
1832
$10K ﹤0.01%
1,773
+373
1833
$10K ﹤0.01%
82
1834
$10K ﹤0.01%
214
1835
$10K ﹤0.01%
474
-657
1836
$10K ﹤0.01%
489
-3,251
1837
$10K ﹤0.01%
226
-495
1838
$10K ﹤0.01%
174
-10
1839
$10K ﹤0.01%
181
-42
1840
$9K ﹤0.01%
129
-123
1841
$9K ﹤0.01%
69
1842
$9K ﹤0.01%
+100
1843
$9K ﹤0.01%
153
1844
$9K ﹤0.01%
240
-300
1845
$9K ﹤0.01%
929
+7
1846
$9K ﹤0.01%
310
-19
1847
$9K ﹤0.01%
60
-510
1848
$9K ﹤0.01%
90
1849
$9K ﹤0.01%
78
-120
1850
$9K ﹤0.01%
304
+49
72 73
74
75 76