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
2051
$5K ﹤0.01%
290
2052
$5K ﹤0.01%
170
-380
2053
$5K ﹤0.01%
308
+8
2054
$5K ﹤0.01%
+260
2055
$5K ﹤0.01%
+126
2056
$5K ﹤0.01%
100
2057
$5K ﹤0.01%
113
-404
2058
$5K ﹤0.01%
83
-56
2059
$5K ﹤0.01%
75
2060
$5K ﹤0.01%
117
-1,275
2061
$5K ﹤0.01%
60
2062
$5K ﹤0.01%
165
2063
$5K ﹤0.01%
100
2064
$5K ﹤0.01%
262
-2,838
2065
$5K ﹤0.01%
232
-9
2066
$5K ﹤0.01%
119
2067
$5K ﹤0.01%
100
2068
$5K ﹤0.01%
301
-690
2069
$5K ﹤0.01%
100
2070
$5K ﹤0.01%
200
+87
2071
$5K ﹤0.01%
56
-1,666
2072
$5K ﹤0.01%
530
2073
$5K ﹤0.01%
+291
2074
$5K ﹤0.01%
+400
2075
$5K ﹤0.01%
32
-1,199
81 82
83
84 85