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
2276
$2K ﹤0.01%
36
2277
$2K ﹤0.01%
35
2278
$2K ﹤0.01%
38
2279
$2K ﹤0.01%
53
-20
2280
$2K ﹤0.01%
62
2281
$2K ﹤0.01%
+51
2282
$2K ﹤0.01%
46
-1,018
2283
$2K ﹤0.01%
82
2284
$2K ﹤0.01%
181
-1,850
2285
$2K ﹤0.01%
27
2286
$2K ﹤0.01%
58
2287
$2K ﹤0.01%
231
-396
2288
$2K ﹤0.01%
214
2289
$2K ﹤0.01%
21
2290
$2K ﹤0.01%
40
2291
$2K ﹤0.01%
+81
2292
$2K ﹤0.01%
100
2293
$2K ﹤0.01%
56
-6,541
2294
$2K ﹤0.01%
36
2295
$2K ﹤0.01%
190
-500
2296
$2K ﹤0.01%
57
-11
2297
$2K ﹤0.01%
90
-175
2298
$2K ﹤0.01%
168
-1,200
2299
$2K ﹤0.01%
114
2300
$2K ﹤0.01%
31
90 91
92
93 94