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
2126
$4K ﹤0.01%
500
-1,341
2127
$4K ﹤0.01%
600
-2,700
2128
$4K ﹤0.01%
122
-4,583
2129
$4K ﹤0.01%
2,600
+941
2130
$4K ﹤0.01%
136
2131
$4K ﹤0.01%
164
+81
2132
$4K ﹤0.01%
271
2133
$4K ﹤0.01%
+141
2134
$4K ﹤0.01%
+56
2135
$4K ﹤0.01%
147
2136
$4K ﹤0.01%
31
2137
$4K ﹤0.01%
111
2138
$4K ﹤0.01%
120
2139
$4K ﹤0.01%
+39
2140
$4K ﹤0.01%
500
2141
$4K ﹤0.01%
300
2142
$4K ﹤0.01%
352
-514
2143
$4K ﹤0.01%
116
2144
$4K ﹤0.01%
151
-9
2145
$4K ﹤0.01%
206
-1,791
2146
$4K ﹤0.01%
33
2147
$4K ﹤0.01%
+122
2148
$4K ﹤0.01%
87
-16
2149
$4K ﹤0.01%
+69
2150
$4K ﹤0.01%
59
+32
84 85
86
87 88