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
51
$8.48M 0.17%
97,004
-12,943
52
$8.46M 0.17%
212,139
+7,771
53
$8.36M 0.17%
160,241
+85,138
54
$8.12M 0.16%
345,878
+7,986
55
$8.03M 0.16%
119,015
+51,094
56
$8.01M 0.16%
157,976
+83,294
57
$8M 0.16%
77,220
+1,311
58
$7.83M 0.16%
16,364
-4,983
59
$7.83M 0.16%
452,322
+3,228
60
$7.75M 0.16%
70,093
-5,584
61
$7.67M 0.15%
54,538
+3,128
62
$7.64M 0.15%
21,977
+690
63
$7.59M 0.15%
24,502
+755
64
$7.57M 0.15%
16,867
-1,270
65
$7.55M 0.15%
118,188
+13,736
66
$7.53M 0.15%
72,590
-33,895
67
$7.29M 0.15%
65,307
+11,972
68
$7.16M 0.14%
53,600
-1,700
69
$7.04M 0.14%
133,615
+4,790
70
$6.93M 0.14%
21,111
-1,453
71
$6.89M 0.14%
59,942
-6,974
72
$6.78M 0.14%
11,772
-322
73
$6.41M 0.13%
11,227
+108
74
$6.34M 0.13%
338,006
+275,453
75
$6.32M 0.13%
114,591
+3,774
1 2
3
4 5