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
2401
$1K ﹤0.01%
40
2402
$1K ﹤0.01%
108
2403
$1K ﹤0.01%
+2,050
2404
$1K ﹤0.01%
18
2405
$1K ﹤0.01%
20,000
2406
$1K ﹤0.01%
200
2407
$1K ﹤0.01%
3
-2
2408
$1K ﹤0.01%
112
2409
$1K ﹤0.01%
12
-292
2410
$1K ﹤0.01%
9
2411
$1K ﹤0.01%
20
2412
$1K ﹤0.01%
16
2413
$1K ﹤0.01%
11
2414
$1K ﹤0.01%
59
2415
$1K ﹤0.01%
666
2416
$1K ﹤0.01%
135
2417
$1K ﹤0.01%
157
2418
$1K ﹤0.01%
4
2419
$1K ﹤0.01%
145
+135
2420
$1K ﹤0.01%
500
-22,917
2421
$1K ﹤0.01%
+133
2422
$1K ﹤0.01%
36
-380
2423
$1K ﹤0.01%
11
2424
$1K ﹤0.01%
21
2425
$1K ﹤0.01%
15
95 96
97
98 99