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
2076
$5K ﹤0.01%
800
+200
2077
$5K ﹤0.01%
98
-300
2078
$5K ﹤0.01%
129
-200
2079
$5K ﹤0.01%
114
2080
$5K ﹤0.01%
544
+11
2081
$5K ﹤0.01%
382
+280
2082
$5K ﹤0.01%
+72
2083
$4K ﹤0.01%
+84
2084
$4K ﹤0.01%
+241
2085
$4K ﹤0.01%
211
-116
2086
$4K ﹤0.01%
48
-4
2087
$4K ﹤0.01%
101
-9
2088
$4K ﹤0.01%
82
2089
$4K ﹤0.01%
200
2090
$4K ﹤0.01%
94
2091
$4K ﹤0.01%
202
2092
$4K ﹤0.01%
+67
2093
$4K ﹤0.01%
115
2094
$4K ﹤0.01%
234
+7
2095
$4K ﹤0.01%
101
+49
2096
$4K ﹤0.01%
27
-2
2097
$4K ﹤0.01%
65
+2
2098
$4K ﹤0.01%
139
2099
$4K ﹤0.01%
+120
2100
$4K ﹤0.01%
31
82 83
84
85 86