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
2301
$2K ﹤0.01%
100
2302
$2K ﹤0.01%
+199
2303
$2K ﹤0.01%
163
2304
$2K ﹤0.01%
29
2305
$2K ﹤0.01%
1,352
-2,996
2306
$2K ﹤0.01%
58
2307
$2K ﹤0.01%
447
-1,970
2308
$2K ﹤0.01%
50
2309
$2K ﹤0.01%
50
2310
$2K ﹤0.01%
94
2311
$2K ﹤0.01%
24
-22
2312
$2K ﹤0.01%
39
2313
$2K ﹤0.01%
30
2314
$2K ﹤0.01%
82
+33
2315
$2K ﹤0.01%
26
2316
$2K ﹤0.01%
+21
2317
$2K ﹤0.01%
362
+326
2318
$2K ﹤0.01%
95
-34
2319
$2K ﹤0.01%
128
-400
2320
$2K ﹤0.01%
40
-20
2321
$2K ﹤0.01%
+56
2322
$2K ﹤0.01%
154
2323
$2K ﹤0.01%
126
2324
$2K ﹤0.01%
83
-105
2325
$2K ﹤0.01%
44
91 92
93
94 95