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
2426
$1K ﹤0.01%
321
-6,273
2427
$1K ﹤0.01%
22
-73
2428
$1K ﹤0.01%
81
2429
$1K ﹤0.01%
12
-67
2430
$1K ﹤0.01%
9
2431
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104
2432
$1K ﹤0.01%
260
-140
2433
$1K ﹤0.01%
11
-286
2434
$1K ﹤0.01%
23
2435
$1K ﹤0.01%
3
2436
$1K ﹤0.01%
200
-12
2437
$1K ﹤0.01%
333
-3
2438
$1K ﹤0.01%
40
2439
$1K ﹤0.01%
27
2440
$1K ﹤0.01%
104
-100
2441
$1K ﹤0.01%
98
-83
2442
$1K ﹤0.01%
200
-3,460
2443
$1K ﹤0.01%
55
-455
2444
$1K ﹤0.01%
15
-61
2445
$1K ﹤0.01%
13
2446
$1K ﹤0.01%
9
2447
$1K ﹤0.01%
94
-296
2448
$1K ﹤0.01%
60
2449
$1K ﹤0.01%
36
2450
$1K ﹤0.01%
182
96 97
98
99 100