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
551
$481K 0.01%
41,840
-7,033
552
$481K 0.01%
5,781
+457
553
$481K 0.01%
10,003
+2,974
554
$479K 0.01%
4,903
-558
555
$477K 0.01%
9,289
-78
556
$474K 0.01%
23,036
+566
557
$471K 0.01%
5,774
+423
558
$470K 0.01%
6,526
-2,110
559
$470K 0.01%
14,036
+20
560
$468K 0.01%
2,882
-31,212
561
$468K 0.01%
1,952
-80
562
$465K 0.01%
15,500
+806
563
$463K 0.01%
5,796
-492
564
$462K 0.01%
16,825
-108,655
565
$461K 0.01%
22,777
+9,066
566
$460K 0.01%
2,657
+274
567
$459K 0.01%
1,906
-30
568
$455K 0.01%
3,125
-419
569
$453K 0.01%
6,353
570
$449K 0.01%
13,091
-860
571
$448K 0.01%
4,986
-1,675
572
$445K 0.01%
7,747
-81
573
$445K 0.01%
17,400
+644
574
$445K 0.01%
21,103
+2,100
575
$445K 0.01%
5,015
+2,325
21 22
23
24 25