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
851
$215K ﹤0.01%
1,742
-195
852
$215K ﹤0.01%
3,476
+85
853
$215K ﹤0.01%
3,540
+814
854
$214K ﹤0.01%
2,268
+1,285
855
$213K ﹤0.01%
8,114
+460
856
$213K ﹤0.01%
1,164
+154
857
$213K ﹤0.01%
2,576
-455
858
$212K ﹤0.01%
1,245
859
$211K ﹤0.01%
5,130
+1,200
860
$211K ﹤0.01%
1,739
+23
861
$211K ﹤0.01%
2,517
-63
862
$211K ﹤0.01%
3,753
+522
863
$209K ﹤0.01%
2,610
+2,500
864
$209K ﹤0.01%
3,810
-2,120
865
$209K ﹤0.01%
6,490
866
$206K ﹤0.01%
9,002
-606
867
$205K ﹤0.01%
1,983
-9
868
$204K ﹤0.01%
3,696
+272
869
$204K ﹤0.01%
6,648
870
$203K ﹤0.01%
2,807
-36
871
$203K ﹤0.01%
11,462
-3,353
872
$202K ﹤0.01%
3,606
+1
873
$202K ﹤0.01%
173
+91
874
$201K ﹤0.01%
3,991
875
$201K ﹤0.01%
1,836
-399
33 34
35
36 37