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
626
$384K 0.01%
10,164
-798
627
$384K 0.01%
1,510
+30
628
$384K 0.01%
13,934
+215
629
$384K 0.01%
2,102
-1,132
630
$383K 0.01%
10,034
+3,296
631
$382K 0.01%
579
+47
632
$382K 0.01%
6,245
+255
633
$380K 0.01%
12,750
-70
634
$380K 0.01%
9,243
+8,286
635
$379K 0.01%
15,313
+7,895
636
$379K 0.01%
2,306
+63
637
$379K 0.01%
11,300
+2,299
638
$379K 0.01%
14,880
+11,502
639
$378K 0.01%
4,605
+1,960
640
$377K 0.01%
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641
$376K 0.01%
9,149
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642
$375K 0.01%
9,512
+2,205
643
$375K 0.01%
12,821
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644
$375K 0.01%
14,037
-10,035
645
$375K 0.01%
10,800
+10,250
646
$373K 0.01%
+10,765
647
$371K 0.01%
250
648
$370K 0.01%
12,033
-269
649
$366K 0.01%
5,325
+427
650
$365K 0.01%
10,005
+9,627
24 25
26
27 28