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
426
$772K 0.02%
6,029
-255
427
$770K 0.02%
3,250
+1,370
428
$767K 0.02%
30,683
429
$765K 0.02%
3,304
-203
430
$762K 0.02%
26,238
+8,981
431
$757K 0.02%
38,823
+34,019
432
$753K 0.02%
11,669
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433
$752K 0.02%
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+65
434
$750K 0.02%
31,694
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435
$748K 0.02%
4,509
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436
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25,820
-1,090
437
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14,231
-54,065
438
$740K 0.01%
28,776
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439
$738K 0.01%
6,148
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440
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13,298
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967
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444
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24,830
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445
$714K 0.01%
7,500
-8,958
446
$714K 0.01%
12,440
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447
$713K 0.01%
13,565
+2,663
448
$703K 0.01%
12,121
+58
449
$698K 0.01%
19,577
-171,912
450
$696K 0.01%
15,581
-16,683
16 17
18
19 20