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
801
$239K ﹤0.01%
10,318
-112
802
$239K ﹤0.01%
4,240
803
$238K ﹤0.01%
11,040
-2,432
804
$238K ﹤0.01%
3,923
-3
805
$237K ﹤0.01%
6,500
+450
806
$237K ﹤0.01%
1,191
+2
807
$237K ﹤0.01%
1,954
-8,278
808
$237K ﹤0.01%
1,151
-39
809
$237K ﹤0.01%
1,372
-35
810
$237K ﹤0.01%
7,543
+4,700
811
$237K ﹤0.01%
9,110
-506
812
$237K ﹤0.01%
2,150
+615
813
$236K ﹤0.01%
5,186
814
$236K ﹤0.01%
2,019
-3
815
$236K ﹤0.01%
2,892
+1,326
816
$235K ﹤0.01%
798
+144
817
$235K ﹤0.01%
6,162
818
$233K ﹤0.01%
7,840
819
$233K ﹤0.01%
94,744
+57,705
820
$233K ﹤0.01%
+4,495
821
$233K ﹤0.01%
8,937
+1,123
822
$232K ﹤0.01%
4,408
-2,144
823
$232K ﹤0.01%
381
+35
824
$232K ﹤0.01%
3,858
+370
825
$232K ﹤0.01%
3,254
+154
31 32
33
34 35