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
2451
$1K ﹤0.01%
62
2452
$1K ﹤0.01%
39
2453
$1K ﹤0.01%
+20
2454
$1K ﹤0.01%
+72
2455
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188
-110
2456
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250
2457
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86
-355
2458
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2459
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2460
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11
2461
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80
2462
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2463
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21
-2
2464
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127
-2,500
2465
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500
2466
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2467
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55
-230
2470
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2471
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36
2472
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9
2473
$1K ﹤0.01%
33
2474
$1K ﹤0.01%
460
-800
2475
$1K ﹤0.01%
18
97 98
99
100 101