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
476
$631K 0.01%
7,889
+4,800
477
$629K 0.01%
+15,280
478
$629K 0.01%
+26,377
479
$625K 0.01%
7,883
+154
480
$619K 0.01%
11,875
-552
481
$617K 0.01%
7,582
+3,011
482
$616K 0.01%
1,382
+863
483
$613K 0.01%
5,379
+901
484
$612K 0.01%
23,175
+19,400
485
$611K 0.01%
2,466
-1,087
486
$609K 0.01%
9,900
+455
487
$609K 0.01%
9,870
-3,383
488
$605K 0.01%
4,460
+570
489
$605K 0.01%
9,863
+2,554
490
$602K 0.01%
5,663
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491
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2,506
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492
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493
$593K 0.01%
19,480
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494
$592K 0.01%
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495
$590K 0.01%
14,244
+2,760
496
$590K 0.01%
1,644
+229
497
$589K 0.01%
2,661
+24
498
$585K 0.01%
2,220
-196
499
$583K 0.01%
19,175
-63,144
500
$576K 0.01%
19,359
-2,626
18 19
20
21 22