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
1951
$7K ﹤0.01%
139
-136
1952
$7K ﹤0.01%
244
1953
$7K ﹤0.01%
371
1954
$7K ﹤0.01%
289
-18
1955
$7K ﹤0.01%
+244
1956
$7K ﹤0.01%
181
1957
$7K ﹤0.01%
68
-2,947
1958
$7K ﹤0.01%
49
-318
1959
$7K ﹤0.01%
51
-50
1960
$7K ﹤0.01%
193
1961
$7K ﹤0.01%
341
+260
1962
$7K ﹤0.01%
74
1963
$7K ﹤0.01%
16
1964
$7K ﹤0.01%
212
+7
1965
$7K ﹤0.01%
44
1966
$7K ﹤0.01%
139
+31
1967
$6K ﹤0.01%
347
-303
1968
$6K ﹤0.01%
80
+1
1969
$6K ﹤0.01%
73
+1
1970
$6K ﹤0.01%
244
1971
$6K ﹤0.01%
79
+29
1972
$6K ﹤0.01%
41
-35
1973
$6K ﹤0.01%
38
-18
1974
$6K ﹤0.01%
138
+100
1975
$6K ﹤0.01%
270
77 78
79
80 81