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
2251
$3K ﹤0.01%
145
-64
2252
$3K ﹤0.01%
859
-2,458
2253
– –
0
2254
$3K ﹤0.01%
45
-5
2255
$3K ﹤0.01%
9
-5
2256
$3K ﹤0.01%
98
+47
2257
$3K ﹤0.01%
67
-65
2258
$3K ﹤0.01%
305
2259
$3K ﹤0.01%
79
-156
2260
$3K ﹤0.01%
145
2261
$3K ﹤0.01%
290
-250
2262
$3K ﹤0.01%
69
2263
$3K ﹤0.01%
2,200
+440
2264
$3K ﹤0.01%
240
-312
2265
$3K ﹤0.01%
+55
2266
$3K ﹤0.01%
30
2267
$3K ﹤0.01%
+37
2268
$2K ﹤0.01%
131
-516
2269
$2K ﹤0.01%
110
-52
2270
$2K ﹤0.01%
91
2271
$2K ﹤0.01%
86
-27
2272
$2K ﹤0.01%
100
-250
2273
$2K ﹤0.01%
50
-1,375
2274
$2K ﹤0.01%
100
-400
2275
$2K ﹤0.01%
150
89 90
91
92 93