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
2501
$3K ﹤0.01%
67
2502
$3K ﹤0.01%
56
2503
$3K ﹤0.01%
36
2504
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23
2505
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+64
2506
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2507
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12
2508
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2509
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100
-516
2510
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250
2511
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15
2512
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115
2513
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42
-4,560
2514
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26
2515
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13
2516
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62
2517
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200
+150
2518
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48
-3,691
2519
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187
2520
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157
2521
$3K ﹤0.01%
3
2522
$3K ﹤0.01%
23
2523
$3K ﹤0.01%
+150
2524
$3K ﹤0.01%
6
2525
$3K ﹤0.01%
400
-6,468
99 100
101
102 103