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
1876
$8K ﹤0.01%
38
-398
1877
$8K ﹤0.01%
141
-36
1878
$8K ﹤0.01%
200
+50
1879
$8K ﹤0.01%
273
1880
$8K ﹤0.01%
152
-57
1881
$8K ﹤0.01%
+238
1882
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202
1883
$8K ﹤0.01%
301
+28
1884
$8K ﹤0.01%
259
1885
$8K ﹤0.01%
118
-120
1886
$8K ﹤0.01%
210
-19,947
1887
$8K ﹤0.01%
251
-18
1888
$8K ﹤0.01%
50
1889
$8K ﹤0.01%
736
1890
$8K ﹤0.01%
500
1891
$8K ﹤0.01%
114
1892
$8K ﹤0.01%
83
-5
1893
$8K ﹤0.01%
165
-640
1894
$8K ﹤0.01%
60
+25
1895
$8K ﹤0.01%
300
1896
$8K ﹤0.01%
114
-9
1897
$8K ﹤0.01%
399
-3,212
1898
$8K ﹤0.01%
217
-52
1899
$8K ﹤0.01%
11
-60
1900
$8K ﹤0.01%
+16
74 75
76
77 78