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
5326
– –
0
5327
– –
0
5328
– –
0
5329
– –
0
5330
– –
0
5331
– –
-860
5332
– –
0
5333
– –
0
5334
– –
0
5335
– –
0
5336
– –
0
5337
– –
0
5338
– –
0
5339
– –
0
5340
– –
0
5341
– –
0
5342
– –
0
5343
– –
0
5344
– –
0
5345
– –
0
5346
– –
0
5347
– –
0
5348
– –
0
5349
– –
0
5350
– –
0
212 213
214
215 216