IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
Technology Select Sector SPDR Fund
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
2351
$2K ﹤0.01%
15
2352
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30
2353
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21
2354
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19
-100
2355
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2356
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+100
2357
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200
2358
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16
-9
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2360
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300
2361
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285
2362
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34
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252
+179
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28
2366
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26
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215
+96
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-26
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131
-516
2370
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110
-52
2371
$2K ﹤0.01%
91
2372
$2K ﹤0.01%
86
-27
2373
$2K ﹤0.01%
100
-250
2374
$2K ﹤0.01%
50
-1,375
2375
$2K ﹤0.01%
100
-400
93 94
95
96 97