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
676
$328K 0.01%
10,921
-887
677
$327K 0.01%
3,629
-4,879
678
$327K 0.01%
10,260
679
$327K 0.01%
27,385
-39
680
$324K 0.01%
3,388
+48
681
$324K 0.01%
4,190
+56
682
$324K 0.01%
7,996
+293
683
$320K 0.01%
+7,811
684
$319K 0.01%
2,525
+351
685
$319K 0.01%
4,507
+157
686
$317K 0.01%
9,156
+812
687
$317K 0.01%
10,613
688
$316K 0.01%
7,336
+440
689
$316K 0.01%
+15,681
690
$314K 0.01%
+9,328
691
$313K 0.01%
4,072
+12
692
$313K 0.01%
521
+16
693
$310K 0.01%
16,563
-4,344
694
$310K 0.01%
7,436
+1,378
695
$309K 0.01%
10,680
+1,504
696
$309K 0.01%
6,952
-151,523
697
$309K 0.01%
2,193
+1,834
698
$307K 0.01%
9,099
+2,370
699
$306K 0.01%
1,804
+563
700
$306K 0.01%
4,297
+144
26 27
28
29 30