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
751
$269K 0.01%
12,857
-597
752
$268K 0.01%
13,275
+8,124
753
$268K 0.01%
1,883
+610
754
$267K 0.01%
11,037
-2,105
755
$266K 0.01%
1,670
+592
756
$266K 0.01%
2,458
+3
757
$266K 0.01%
2,130
-1,288
758
$265K 0.01%
1,794
+338
759
$264K 0.01%
2,141
-148
760
$264K 0.01%
3,860
-10,106
761
$264K 0.01%
7,233
+324
762
$264K 0.01%
3,001
+1,939
763
$264K 0.01%
640
-33
764
$263K 0.01%
1,081
-179
765
$262K 0.01%
1,365
-45
766
$261K 0.01%
1,122
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767
$260K 0.01%
5,175
768
$259K 0.01%
8,698
-39
769
$256K 0.01%
1,964
-46
770
$255K 0.01%
4,721
+211
771
$255K 0.01%
4,182
-1,112
772
$254K 0.01%
6,735
-1,650
773
$252K 0.01%
+28,670
774
$252K 0.01%
3,218
+432
775
$252K 0.01%
6,250
-2,068
29 30
31
32 33