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
301
$1.36M 0.03%
18,639
+1,130
302
$1.36M 0.03%
56,209
+40,345
303
$1.35M 0.03%
25,563
-215
304
$1.35M 0.03%
29,605
+396
305
$1.35M 0.03%
33,884
+9,845
306
$1.34M 0.03%
21,412
+517
307
$1.33M 0.03%
2,985
+314
308
$1.33M 0.03%
11,523
+710
309
$1.33M 0.03%
7,130
+2
310
$1.32M 0.03%
+30,189
311
$1.32M 0.03%
10,378
+692
312
$1.32M 0.03%
36,353
+1,684
313
$1.32M 0.03%
14,527
314
$1.31M 0.03%
20,458
+1,781
315
$1.31M 0.03%
15,426
-7,692
316
$1.3M 0.03%
23,512
+21,549
317
$1.3M 0.03%
43,375
+18,604
318
$1.29M 0.03%
25,568
-3,143
319
$1.27M 0.03%
8,135
+471
320
$1.27M 0.03%
2,959
+97
321
$1.24M 0.02%
129,656
+80,506
322
$1.24M 0.02%
45,366
+22,989
323
$1.24M 0.02%
25,037
+2,388
324
$1.23M 0.02%
16,811
+3,363
325
$1.22M 0.02%
14,264
+3,737
11 12
13
14 15