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
776
$252K 0.01%
797
+358
777
$252K 0.01%
1,338
+6
778
$251K 0.01%
6,868
-1,545
779
$250K 0.01%
6,175
-1,935
780
$248K 0.01%
2,521
-836
781
$248K 0.01%
11,376
+1,906
782
$247K ﹤0.01%
8,908
-172
783
$247K ﹤0.01%
8,827
+3,304
784
$247K ﹤0.01%
7,711
-53
785
$245K ﹤0.01%
2,147
+66
786
$245K ﹤0.01%
942
+651
787
$245K ﹤0.01%
5,456
+27
788
$244K ﹤0.01%
4,808
-1,134
789
$244K ﹤0.01%
5,067
+54
790
$243K ﹤0.01%
8,249
-7,574
791
$243K ﹤0.01%
9,380
+2,300
792
$243K ﹤0.01%
11,045
+2,152
793
$243K ﹤0.01%
+4,423
794
$242K ﹤0.01%
1,849
-126
795
$242K ﹤0.01%
1,853
-386
796
$242K ﹤0.01%
3,027
-1,065
797
$241K ﹤0.01%
4,557
-13,289
798
$241K ﹤0.01%
4,827
-847
799
$241K ﹤0.01%
6,255
+350
800
$240K ﹤0.01%
9,534
+1,630
30 31
32
33 34