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
726
$289K 0.01%
1,928
+165
727
$287K 0.01%
6,605
-2,737
728
$287K 0.01%
+10,115
729
$286K 0.01%
1,959
+394
730
$286K 0.01%
7,912
+5,358
731
$286K 0.01%
5,031
+5,006
732
$286K 0.01%
1,092
-126
733
$285K 0.01%
7,942
-2,183
734
$285K 0.01%
2,443
+90
735
$284K 0.01%
167
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736
$284K 0.01%
9,188
-1,075
737
$284K 0.01%
6,387
-99
738
$284K 0.01%
13,255
-1,224
739
$282K 0.01%
3,440
+313
740
$282K 0.01%
15,810
+13,539
741
$280K 0.01%
4,172
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742
$279K 0.01%
21,195
+2,304
743
$278K 0.01%
7,584
+1,450
744
$278K 0.01%
1,959
+701
745
$276K 0.01%
3,834
+1,223
746
$276K 0.01%
9,168
-98
747
$274K 0.01%
8,755
-6,988
748
$272K 0.01%
3,026
-129
749
$272K 0.01%
1,339
+31
750
$271K 0.01%
1,646
-99
28 29
30
31 32