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
601
$410K 0.01%
9,150
+2,316
602
$409K 0.01%
7,968
-988
603
$408K 0.01%
16,835
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604
$408K 0.01%
3,651
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$407K 0.01%
18,872
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606
$404K 0.01%
6,787
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607
$402K 0.01%
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608
$401K 0.01%
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609
$401K 0.01%
7,363
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610
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19,403
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611
$397K 0.01%
8,465
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612
$397K 0.01%
84,340
+56,166
613
$397K 0.01%
7,396
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614
$395K 0.01%
7,280
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615
$394K 0.01%
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616
$393K 0.01%
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617
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618
$391K 0.01%
166
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619
$391K 0.01%
1,176
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620
$391K 0.01%
12,599
-12,649
621
$390K 0.01%
13,077
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622
$389K 0.01%
31,319
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623
$389K 0.01%
4,282
+2,109
624
$388K 0.01%
2,226
-629
625
$385K 0.01%
6,427
-3,055
23 24
25
26 27