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
526
$527K 0.01%
7,477
-5,154
527
$526K 0.01%
12,718
528
$526K 0.01%
6,124
+4,556
529
$526K 0.01%
1,528
+203
530
$525K 0.01%
9,357
+1,904
531
$518K 0.01%
2,034
-321
532
$517K 0.01%
17,595
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533
$513K 0.01%
15,199
534
$513K 0.01%
4,223
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535
$507K 0.01%
6,389
+6,183
536
$506K 0.01%
13,514
-465
537
$503K 0.01%
+5,760
538
$500K 0.01%
21,832
-327
539
$500K 0.01%
3,633
+336
540
$499K 0.01%
1,221
+7
541
$499K 0.01%
4,731
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542
$494K 0.01%
19,012
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543
$493K 0.01%
9,032
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544
$487K 0.01%
1,243
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545
$487K 0.01%
16,356
+10,125
546
$484K 0.01%
6,042
-628
547
$484K 0.01%
15,696
+5,640
548
$482K 0.01%
6,702
+758
549
$481K 0.01%
11,330
-3,210
550
$481K 0.01%
6,278
-428
20 21
22
23 24