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
26
$13M 0.26%
505,227
+23,655
27
$12.8M 0.26%
64,916
+354
28
$12.3M 0.25%
586,593
-30,022
29
$12.3M 0.25%
208,820
+10,865
30
$12.3M 0.25%
111,164
+22,494
31
$12.2M 0.25%
81,777
-8,430
32
$11.8M 0.24%
631,944
+40,064
33
$11.5M 0.23%
220,828
+12,881
34
$11.5M 0.23%
116,673
-4,137
35
$11.5M 0.23%
87,927
-10,317
36
$10.9M 0.22%
255,488
+29,127
37
$10.9M 0.22%
37,509
-568
38
$10.8M 0.22%
342,149
-2,346
39
$10.6M 0.21%
91,076
+38,569
40
$10.1M 0.2%
45,699
+8,326
41
$9.47M 0.19%
545,592
+62,520
42
$9.45M 0.19%
157,737
+30,916
43
$9.34M 0.19%
57,827
+1,343
44
$9.29M 0.19%
27,448
+3,920
45
$9.29M 0.19%
614,382
+26,913
46
$9.23M 0.18%
41,395
+3,287
47
$9.14M 0.18%
413,767
+42,540
48
$9.09M 0.18%
89,264
+45,434
49
$8.75M 0.18%
85,296
+73,444
50
$8.66M 0.17%
79,071
+3,924
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