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
826
$231K ﹤0.01%
4,097
-341
827
$231K ﹤0.01%
1,413
+171
828
$231K ﹤0.01%
9,343
-245
829
$230K ﹤0.01%
838
-238
830
$229K ﹤0.01%
2,766
+479
831
$228K ﹤0.01%
3,507
-2,094
832
$228K ﹤0.01%
6,296
-1,365
833
$228K ﹤0.01%
24,932
-2,250
834
$228K ﹤0.01%
2,882
-150
835
$227K ﹤0.01%
38,000
+1,000
836
$227K ﹤0.01%
7,588
-6,921
837
$227K ﹤0.01%
4,362
+86
838
$224K ﹤0.01%
1,368
+80
839
$224K ﹤0.01%
9,753
-4,766
840
$223K ﹤0.01%
8,536
+2,037
841
$222K ﹤0.01%
6,152
-7,228
842
$222K ﹤0.01%
4,590
843
$219K ﹤0.01%
1,972
-169
844
$218K ﹤0.01%
4,130
+61
845
$218K ﹤0.01%
3,858
+69
846
$217K ﹤0.01%
3,071
+1,052
847
$217K ﹤0.01%
4,404
848
$217K ﹤0.01%
921
+1
849
$217K ﹤0.01%
3,325
+646
850
$217K ﹤0.01%
320
+49
32 33
34
35 36