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
501
$575K 0.01%
35,092
+1,375
502
$575K 0.01%
9,294
-1,020
503
$573K 0.01%
2,115
+175
504
$572K 0.01%
17,247
+1,364
505
$570K 0.01%
11,258
-400
506
$569K 0.01%
27,342
+4,989
507
$567K 0.01%
20,875
+8,900
508
$567K 0.01%
3,795
+1,062
509
$565K 0.01%
+17,327
510
$565K 0.01%
6,119
-18
511
$562K 0.01%
8,760
+5,488
512
$562K 0.01%
33,221
-5,202
513
$559K 0.01%
26,498
+6,169
514
$556K 0.01%
11,398
+808
515
$555K 0.01%
16,059
+3,075
516
$554K 0.01%
2,168
-21
517
$554K 0.01%
761
+57
518
$554K 0.01%
98,570
+3,181
519
$552K 0.01%
11,977
+8,022
520
$551K 0.01%
8,663
-354
521
$545K 0.01%
6,737
+1,997
522
$543K 0.01%
6,049
523
$540K 0.01%
13,151
-5,758
524
$539K 0.01%
8,886
+294
525
$528K 0.01%
17,226
-4,775
19 20
21
22 23