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
1976
$6K ﹤0.01%
274
-35
1977
$6K ﹤0.01%
206
-656
1978
$6K ﹤0.01%
375
1979
$6K ﹤0.01%
126
+57
1980
$6K ﹤0.01%
35
+18
1981
$6K ﹤0.01%
294
1982
$6K ﹤0.01%
200
1983
$6K ﹤0.01%
1,929
-7,500
1984
$6K ﹤0.01%
100
1985
$6K ﹤0.01%
200
1986
$6K ﹤0.01%
66
-107
1987
$6K ﹤0.01%
337
-3,625
1988
$6K ﹤0.01%
504
-274
1989
$6K ﹤0.01%
500
1990
$6K ﹤0.01%
283
-450
1991
$6K ﹤0.01%
141
1992
$6K ﹤0.01%
28
-2
1993
$6K ﹤0.01%
1
1994
$6K ﹤0.01%
87
1995
$6K ﹤0.01%
38
+27
1996
$6K ﹤0.01%
414
-515
1997
$6K ﹤0.01%
107
-21
1998
$6K ﹤0.01%
104
+2
1999
$6K ﹤0.01%
197
-35,435
2000
$6K ﹤0.01%
699
-1,301
78 79
80
81 82