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
901
$191K ﹤0.01%
2,832
+169
902
$190K ﹤0.01%
3,419
+129
903
$189K ﹤0.01%
1,380
904
$189K ﹤0.01%
1,992
+299
905
$189K ﹤0.01%
5,230
+45
906
$188K ﹤0.01%
648
-3,292
907
$188K ﹤0.01%
5,780
+4,922
908
$188K ﹤0.01%
7,591
-147
909
$188K ﹤0.01%
4,902
910
$187K ﹤0.01%
3,092
-605
911
$187K ﹤0.01%
1,683
+698
912
$187K ﹤0.01%
+7,106
913
$187K ﹤0.01%
1,956
-5,004
914
$186K ﹤0.01%
691
+212
915
$186K ﹤0.01%
4,032
+1,969
916
$185K ﹤0.01%
1,351
-354
917
$185K ﹤0.01%
2,636
-314
918
$185K ﹤0.01%
2,252
-29,848
919
$185K ﹤0.01%
876
+25
920
$185K ﹤0.01%
697
-154
921
$184K ﹤0.01%
1,524
+103
922
$184K ﹤0.01%
6,413
923
$184K ﹤0.01%
1,444
-21
924
$184K ﹤0.01%
3,398
+1,680
925
$183K ﹤0.01%
3,519
+1,318
35 36
37
38 39