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
326
$1.21M 0.02%
4,996
+80
327
$1.21M 0.02%
37,345
+1,218
328
$1.2M 0.02%
19,686
+19,419
329
$1.19M 0.02%
12,330
+154
330
$1.19M 0.02%
11,742
+1,832
331
$1.19M 0.02%
28,026
+26,323
332
$1.18M 0.02%
44,429
+3,653
333
$1.18M 0.02%
3,511
-1,620
334
$1.17M 0.02%
7,415
+88
335
$1.15M 0.02%
18,566
+1,236
336
$1.14M 0.02%
23,560
+2,567
337
$1.14M 0.02%
15,962
+5,352
338
$1.13M 0.02%
27,264
+22,675
339
$1.13M 0.02%
8,471
+185
340
$1.13M 0.02%
5,271
+1,607
341
$1.12M 0.02%
34,073
+5,280
342
$1.12M 0.02%
21,192
-1,578
343
$1.11M 0.02%
6,265
-47
344
$1.11M 0.02%
9,286
+268
345
$1.1M 0.02%
7,345
+7,033
346
$1.1M 0.02%
18,241
+1,953
347
$1.09M 0.02%
9,270
+507
348
$1.09M 0.02%
10,578
+1,101
349
$1.09M 0.02%
35,833
+9,109
350
$1.09M 0.02%
14,638
+12,990
12 13
14
15 16