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
401
$849K 0.02%
5,594
+855
402
$846K 0.02%
13,926
+1,938
403
$840K 0.02%
10,422
+1,375
404
$833K 0.02%
4,946
+557
405
$833K 0.02%
5,184
-442
406
$827K 0.02%
8,025
-3,360
407
$823K 0.02%
10,986
+8,863
408
$820K 0.02%
13,050
+11,955
409
$819K 0.02%
10,765
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410
$813K 0.02%
7,318
+1,441
411
$805K 0.02%
7,879
+4,543
412
$804K 0.02%
19,318
+1,884
413
$800K 0.02%
25,072
+14,670
414
$798K 0.02%
7,951
-167
415
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20,913
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416
$793K 0.02%
7,961
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417
$793K 0.02%
16,868
-4,728
418
$792K 0.02%
11,213
+2,915
419
$785K 0.02%
5,382
-1,144
420
$785K 0.02%
12,529
+656
421
$784K 0.02%
18,690
-2,240
422
$780K 0.02%
11,831
-560
423
$777K 0.02%
4,578
+186
424
$775K 0.02%
11,008
-567
425
$775K 0.02%
11,012
-1,003
15 16
17
18 19