IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
Technology Select Sector SPDR Fund
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
2176
$3K ﹤0.01%
+140
2177
$3K ﹤0.01%
99
-143
2178
$3K ﹤0.01%
714
2179
$3K ﹤0.01%
+300
2180
$3K ﹤0.01%
+66
2181
$3K ﹤0.01%
88
-1,070
2182
$3K ﹤0.01%
138
2183
$3K ﹤0.01%
158
-161
2184
$3K ﹤0.01%
52
2185
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76
2186
$3K ﹤0.01%
65
2187
$3K ﹤0.01%
135
2188
$3K ﹤0.01%
85
-7
2189
$3K ﹤0.01%
48
-3
2190
$3K ﹤0.01%
61
-8
2191
$3K ﹤0.01%
252
2192
$3K ﹤0.01%
95
2193
$3K ﹤0.01%
84
-3
2194
$3K ﹤0.01%
50
+12
2195
$3K ﹤0.01%
60
-305
2196
$3K ﹤0.01%
50
+16
2197
$3K ﹤0.01%
133
-1,317
2198
$3K ﹤0.01%
50
2199
$3K ﹤0.01%
279
+87
2200
$3K ﹤0.01%
+150
86 87
88
89 90