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
2376
$2K ﹤0.01%
373
-96
2377
$2K ﹤0.01%
285
2378
$2K ﹤0.01%
34
2379
$2K ﹤0.01%
252
+179
2380
$2K ﹤0.01%
101
2381
$2K ﹤0.01%
28
2382
$1K ﹤0.01%
140
2383
$1K ﹤0.01%
12
2384
$1K ﹤0.01%
59
-7,642
2385
$1K ﹤0.01%
+35
2386
$1K ﹤0.01%
73
2387
$1K ﹤0.01%
84
2388
$1K ﹤0.01%
86
-6
2389
$1K ﹤0.01%
51
-2,725
2390
$1K ﹤0.01%
223
-800
2391
$1K ﹤0.01%
100
2392
$1K ﹤0.01%
8
-51
2393
$1K ﹤0.01%
35
-85
2394
$1K ﹤0.01%
39
2395
$1K ﹤0.01%
169
2396
$1K ﹤0.01%
750
-570
2397
$1K ﹤0.01%
48
2398
$1K ﹤0.01%
135
2399
$1K ﹤0.01%
429
-4,200
2400
$1K ﹤0.01%
28
-739
94 95
96
97 98