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
351
$1.08M 0.02%
23,219
-2,107
352
$1.07M 0.02%
21,270
-1,959
353
$1.07M 0.02%
29,020
+25,250
354
$1.07M 0.02%
28,540
+10,908
355
$1.06M 0.02%
16,354
+3,619
356
$1.05M 0.02%
2,908
+188
357
$1.04M 0.02%
8,995
+508
358
$1.03M 0.02%
+32,935
359
$1.03M 0.02%
13,489
+11,138
360
$1.03M 0.02%
8,694
-83
361
$1.02M 0.02%
32,832
+4,452
362
$1.02M 0.02%
24,975
+660
363
$1.02M 0.02%
16,161
+2,565
364
$1.02M 0.02%
9,247
-6,741
365
$1.01M 0.02%
6,492
+634
366
$1.01M 0.02%
4,605
-32
367
$1.01M 0.02%
4,186
+219
368
$1M 0.02%
7,782
+1,666
369
$999K 0.02%
27,379
-28,437
370
$996K 0.02%
31,434
+2,052
371
$977K 0.02%
14,685
-553
372
$977K 0.02%
29,460
-1,290
373
$972K 0.02%
19,681
+9,225
374
$970K 0.02%
51,266
+4,971
375
$969K 0.02%
29,553
+5,978
13 14
15
16 17