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
876
$201K ﹤0.01%
2,546
+72
877
$201K ﹤0.01%
4,014
-58
878
$200K ﹤0.01%
+7,700
879
$200K ﹤0.01%
1,961
+4
880
$199K ﹤0.01%
2,518
-982
881
$199K ﹤0.01%
13,426
+4,205
882
$199K ﹤0.01%
+2,522
883
$199K ﹤0.01%
4,056
+391
884
$197K ﹤0.01%
8,814
+857
885
$197K ﹤0.01%
1,800
+136
886
$197K ﹤0.01%
1,066
-169
887
$196K ﹤0.01%
8,130
+1,600
888
$195K ﹤0.01%
1,673
+25
889
$195K ﹤0.01%
3,416
890
$195K ﹤0.01%
6,544
-13,050
891
$195K ﹤0.01%
4,382
+1,446
892
$194K ﹤0.01%
1,265
+388
893
$194K ﹤0.01%
4,068
+140
894
$194K ﹤0.01%
7,270
-4,941
895
$193K ﹤0.01%
5,366
896
$193K ﹤0.01%
1,500
-3,662
897
$192K ﹤0.01%
642
-8
898
$192K ﹤0.01%
4,805
+652
899
$192K ﹤0.01%
4,395
+250
900
$192K ﹤0.01%
4,240
+678
34 35
36
37 38