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
376
$963K 0.02%
28,839
+1,667
377
$962K 0.02%
7,071
-12,530
378
$959K 0.02%
30,725
+3,891
379
$955K 0.02%
7,562
+44
380
$955K 0.02%
1,543
+1,284
381
$948K 0.02%
16,702
+8,285
382
$947K 0.02%
26,528
+10,158
383
$942K 0.02%
19,253
+8,043
384
$931K 0.02%
18,509
+2,155
385
$930K 0.02%
4,497
-1,053
386
$929K 0.02%
20,084
-17,198
387
$925K 0.02%
18,510
388
$922K 0.02%
44,343
+32,030
389
$918K 0.02%
16,471
+3,229
390
$909K 0.02%
16,569
+9,100
391
$905K 0.02%
6,119
-281
392
$893K 0.02%
27,230
-136,801
393
$890K 0.02%
4,957
+288
394
$889K 0.02%
29,308
+8,367
395
$887K 0.02%
23,849
+4,585
396
$875K 0.02%
14,803
+4,224
397
$871K 0.02%
7,676
+4,184
398
$871K 0.02%
63,527
-402,126
399
$851K 0.02%
37,035
+18,995
400
$849K 0.02%
23,201
+21,139
14 15
16
17 18