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
$4.93B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,846
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$17.2M
3
+$13.5M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.94M

Top Sells

1
+$18.7M
2
+$15.9M
3
+$10.5M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.73M
5
BBWI icon
Bath & Body Works
BBWI
+$6.24M

Sector Composition

1 Technology 3.91%
2 Financials 2.22%
3 Consumer Discretionary 2.04%
4 Healthcare 1.72%
5 Communication Services 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.08M 0.04%
92,433
+13,680
227
$2.08M 0.04%
19,734
+548
228
$2.07M 0.04%
34,087
-9
229
$2.04M 0.04%
42,890
+6,454
230
$2.03M 0.04%
121,176
+5,523
231
$2.02M 0.04%
11,057
+470
232
$2.01M 0.04%
16,333
+4,238
233
$1.99M 0.04%
17,882
+5,450
234
$1.99M 0.04%
8,342
+481
235
$1.99M 0.04%
102,284
+5,088
236
$1.99M 0.04%
16,045
+6
237
$1.98M 0.04%
20,931
+4,267
238
$1.98M 0.04%
74,537
-19,043
239
$1.97M 0.04%
6,718
+90
240
$1.97M 0.04%
88,501
+1,284
241
$1.96M 0.04%
4,896
+247
242
$1.96M 0.04%
27,392
-34,554
243
$1.94M 0.04%
2,422
+139
244
$1.92M 0.04%
58,908
-11,756
245
$1.91M 0.04%
9,553
+1,555
246
$1.9M 0.04%
9,086
+359
247
$1.89M 0.04%
34,892
+7,542
248
$1.88M 0.04%
+24,921
249
$1.87M 0.04%
21,469
+2,804
250
$1.85M 0.04%
32,584
+5,788
8 9
10
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