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
4801
– –
0
4802
– –
0
4803
– –
0
4804
– –
-98
4805
– –
0
4806
– –
0
4807
– –
0
4808
– –
0
4809
– –
0
4810
– –
0
4811
– –
0
4812
– –
0
4813
– –
-2
4814
– –
0
4815
– –
-5
4816
– –
0
4817
– –
0
4818
– –
0
4819
– –
0
4820
– –
0
4821
– –
0
4822
– –
0
4823
– –
0
4824
– –
0
4825
– –
0
191 192
193
194 195