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
3476
– –
0
3477
– –
0
3478
– –
0
3479
– –
0
3480
– –
0
3481
– –
0
3482
– –
0
3483
– –
0
3484
– –
0
3485
– –
0
3486
– –
0
3487
– –
-400
3488
– –
0
3489
– –
0
3490
– –
0
3491
– –
0
3492
– –
0
3493
– –
0
3494
– –
-760
3495
– –
0
3496
– –
0
3497
– –
0
3498
– –
0
3499
– –
0
3500
– –
0
138 139
140
141 142