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
1926
$7K ﹤0.01%
75
1927
$7K ﹤0.01%
84
1928
$7K ﹤0.01%
1,284
+513
1929
$7K ﹤0.01%
143
1930
$7K ﹤0.01%
+294
1931
$7K ﹤0.01%
93
+67
1932
$7K ﹤0.01%
500
1933
$7K ﹤0.01%
140
1934
$7K ﹤0.01%
207
+2
1935
$7K ﹤0.01%
249
-547
1936
$7K ﹤0.01%
160
1937
$7K ﹤0.01%
94
-135
1938
$7K ﹤0.01%
328
-20
1939
$7K ﹤0.01%
260
-1,683
1940
$7K ﹤0.01%
135
-169
1941
$7K ﹤0.01%
244
-18,800
1942
$7K ﹤0.01%
2,115
1943
$7K ﹤0.01%
133
-1,223
1944
$7K ﹤0.01%
205
-194
1945
$7K ﹤0.01%
663
1946
$7K ﹤0.01%
228
-108
1947
$7K ﹤0.01%
+465
1948
$7K ﹤0.01%
236
1949
$7K ﹤0.01%
250
-22
1950
$7K ﹤0.01%
102
+75
76 77
78
79 80