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
2151
$4K ﹤0.01%
100
-39,631
2152
$4K ﹤0.01%
21
-49
2153
$4K ﹤0.01%
45
2154
$4K ﹤0.01%
170
-1,300
2155
$3K ﹤0.01%
41
2156
$3K ﹤0.01%
100
-3
2157
$3K ﹤0.01%
38
2158
$3K ﹤0.01%
230
2159
$3K ﹤0.01%
29
-2
2160
$3K ﹤0.01%
34
2161
$3K ﹤0.01%
66
2162
$3K ﹤0.01%
117
+32
2163
$3K ﹤0.01%
82
+51
2164
$3K ﹤0.01%
+18
2165
$3K ﹤0.01%
140
-320
2166
$3K ﹤0.01%
160
-1,000
2167
$3K ﹤0.01%
54
+7
2168
$3K ﹤0.01%
85
-22
2169
$3K ﹤0.01%
46
-6
2170
$3K ﹤0.01%
29
2171
$3K ﹤0.01%
8
2172
$3K ﹤0.01%
79
-307
2173
$3K ﹤0.01%
60
2174
$3K ﹤0.01%
626
-248
2175
$3K ﹤0.01%
98
-9
85 86
87
88 89