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
276
$1.6M 0.03%
5,809
+135
277
$1.6M 0.03%
33,443
+27,613
278
$1.59M 0.03%
1,104
-50
279
$1.58M 0.03%
62,448
+5,916
280
$1.58M 0.03%
7,178
+46
281
$1.57M 0.03%
7,547
-417
282
$1.55M 0.03%
50,459
+11,866
283
$1.54M 0.03%
15,663
-118
284
$1.52M 0.03%
20,446
+11,685
285
$1.51M 0.03%
5,373
+329
286
$1.51M 0.03%
10,679
+909
287
$1.5M 0.03%
24,560
+8,980
288
$1.49M 0.03%
15,267
+4,200
289
$1.49M 0.03%
6,503
+329
290
$1.48M 0.03%
21,226
+12,475
291
$1.46M 0.03%
6,841
+348
292
$1.45M 0.03%
28,807
+1,795
293
$1.44M 0.03%
8,946
-584
294
$1.44M 0.03%
39,017
-2,175
295
$1.43M 0.03%
24,987
+7,702
296
$1.41M 0.03%
24,612
-581
297
$1.41M 0.03%
26,496
+5,939
298
$1.4M 0.03%
10,514
+592
299
$1.38M 0.03%
21,822
+563
300
$1.37M 0.03%
23,432
+682
10 11
12
13 14