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
651
$362K 0.01%
2,806
+250
652
$360K 0.01%
1,820
-40
653
$360K 0.01%
1,026
-60
654
$359K 0.01%
1,522
+561
655
$359K 0.01%
1,818
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656
$358K 0.01%
6,906
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657
$358K 0.01%
213
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658
$352K 0.01%
16,420
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659
$343K 0.01%
11,989
-1,075
660
$342K 0.01%
9,306
+1,083
661
$341K 0.01%
28,523
-10,597
662
$340K 0.01%
5,452
+24
663
$340K 0.01%
1,010
+332
664
$337K 0.01%
4,803
+1,688
665
$337K 0.01%
4,142
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666
$337K 0.01%
2,665
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667
$333K 0.01%
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668
$333K 0.01%
33,817
-15,305
669
$332K 0.01%
3,883
+1,174
670
$332K 0.01%
9,134
+31
671
$330K 0.01%
1,153
-45
672
$330K 0.01%
15,976
+2,945
673
$330K 0.01%
5,516
+138
674
$329K 0.01%
3,140
-770
675
$328K 0.01%
5,312
+70
25 26
27
28 29