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
2226
$3K ﹤0.01%
1,000
2227
$3K ﹤0.01%
200
2228
$3K ﹤0.01%
280
-140
2229
$3K ﹤0.01%
183
2230
$3K ﹤0.01%
78
+4
2231
$3K ﹤0.01%
107
2232
$3K ﹤0.01%
625
2233
$3K ﹤0.01%
500
2234
$3K ﹤0.01%
33
2235
$3K ﹤0.01%
72
-383
2236
$3K ﹤0.01%
152
2237
$3K ﹤0.01%
+81
2238
$3K ﹤0.01%
+25
2239
$3K ﹤0.01%
120
2240
$3K ﹤0.01%
29
-3
2241
$3K ﹤0.01%
+140
2242
$3K ﹤0.01%
99
-143
2243
$3K ﹤0.01%
714
2244
$3K ﹤0.01%
+300
2245
$3K ﹤0.01%
+66
2246
$3K ﹤0.01%
743
2247
$3K ﹤0.01%
90
2248
$3K ﹤0.01%
73
-786
2249
$3K ﹤0.01%
191
2250
$3K ﹤0.01%
74
88 89
90
91 92