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
701
$306K 0.01%
14,972
+2,336
702
$306K 0.01%
7,020
703
$305K 0.01%
1,514
+243
704
$305K 0.01%
10,492
+1,092
705
$305K 0.01%
1,540
+1,291
706
$304K 0.01%
2,919
-328
707
$303K 0.01%
5,556
-175
708
$303K 0.01%
11,111
+3,634
709
$302K 0.01%
14,405
+5,460
710
$302K 0.01%
8,227
+3,369
711
$300K 0.01%
11,782
+301
712
$299K 0.01%
5,788
+484
713
$298K 0.01%
3,371
+2,040
714
$297K 0.01%
788
-206
715
$297K 0.01%
1,645
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716
$297K 0.01%
8,576
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717
$296K 0.01%
3,626
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718
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4,794
+270
719
$295K 0.01%
4,368
+1,334
720
$295K 0.01%
4,775
+567
721
$294K 0.01%
1,665
+172
722
$292K 0.01%
10,160
-3,814
723
$292K 0.01%
11,712
724
$292K 0.01%
1,486
-457
725
$291K 0.01%
3,141
+572
27 28
29
30 31