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
2351
$2K ﹤0.01%
100
-572
2352
$2K ﹤0.01%
+44
2353
$2K ﹤0.01%
59
-2,299
2354
$2K ﹤0.01%
86
-17
2355
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+108
2356
$2K ﹤0.01%
+63
2357
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+19
2358
$2K ﹤0.01%
32
-200
2359
– –
0
2360
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69
2361
$2K ﹤0.01%
100
2362
$2K ﹤0.01%
50
2363
$2K ﹤0.01%
+20
2364
$2K ﹤0.01%
82
2365
$2K ﹤0.01%
+45
2366
$2K ﹤0.01%
+40
2367
$2K ﹤0.01%
71
2368
$2K ﹤0.01%
15
2369
$2K ﹤0.01%
30
2370
$2K ﹤0.01%
21
2371
$2K ﹤0.01%
19
-100
2372
$2K ﹤0.01%
56
2373
$2K ﹤0.01%
+64
2374
$2K ﹤0.01%
6,667
2375
$2K ﹤0.01%
635
93 94
95
96 97