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
251
$1.83M 0.04%
28,455
+1,139
252
$1.83M 0.04%
52,423
+5,203
253
$1.82M 0.04%
68,194
+6,697
254
$1.82M 0.04%
9,322
+3,328
255
$1.81M 0.04%
91,231
+1,769
256
$1.81M 0.04%
61,839
+60,839
257
$1.8M 0.04%
19,075
-161
258
$1.8M 0.04%
43,886
+11,454
259
$1.78M 0.04%
57,538
-413
260
$1.77M 0.04%
36,830
-9,630
261
$1.74M 0.03%
11,035
+975
262
$1.74M 0.03%
2,064
+366
263
$1.74M 0.03%
20,407
-3,614
264
$1.73M 0.03%
15,271
+957
265
$1.72M 0.03%
19,911
+112
266
$1.71M 0.03%
26,618
+20,082
267
$1.71M 0.03%
11,840
+885
268
$1.69M 0.03%
13,133
+1,076
269
$1.68M 0.03%
15,446
+1,985
270
$1.67M 0.03%
8,447
-67
271
$1.66M 0.03%
61,386
-48,041
272
$1.65M 0.03%
28,820
+7,160
273
$1.65M 0.03%
17,421
+342
274
$1.63M 0.03%
35,605
+651
275
$1.63M 0.03%
9,865
-1,035
9 10
11
12 13