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
2201
$3K ﹤0.01%
100
2202
$3K ﹤0.01%
100
2203
$3K ﹤0.01%
41
2204
$3K ﹤0.01%
149
2205
$3K ﹤0.01%
51
-68
2206
$3K ﹤0.01%
33
2207
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133
2208
$3K ﹤0.01%
34
-178
2209
$3K ﹤0.01%
55
-4,259
2210
$3K ﹤0.01%
78
2211
$3K ﹤0.01%
800
2212
$3K ﹤0.01%
114
2213
$3K ﹤0.01%
96
2214
$3K ﹤0.01%
110
+31
2215
$3K ﹤0.01%
45
-2
2216
$3K ﹤0.01%
300
-85
2217
$3K ﹤0.01%
+70
2218
$3K ﹤0.01%
24
+1
2219
$3K ﹤0.01%
80
-6
2220
$3K ﹤0.01%
98
2221
$3K ﹤0.01%
815
+129
2222
$3K ﹤0.01%
47
2223
$3K ﹤0.01%
86
2224
$3K ﹤0.01%
+69
2225
$3K ﹤0.01%
111
-575
87 88
89
90 91