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
926
$183K ﹤0.01%
19,560
-2
927
$183K ﹤0.01%
4,759
-4,410
928
$183K ﹤0.01%
3,175
-400
929
$183K ﹤0.01%
3,829
-2,599
930
$182K ﹤0.01%
4,677
+4,062
931
$181K ﹤0.01%
453
+110
932
$180K ﹤0.01%
1,783
+196
933
$180K ﹤0.01%
3,745
+1,293
934
$179K ﹤0.01%
5,069
+3,325
935
$179K ﹤0.01%
3,164
-1,566
936
$179K ﹤0.01%
2,491
937
$179K ﹤0.01%
3,306
-103
938
$179K ﹤0.01%
1,254
+234
939
$179K ﹤0.01%
5,380
+356
940
$177K ﹤0.01%
747
-7
941
$177K ﹤0.01%
493
-4
942
$176K ﹤0.01%
2,524
+200
943
$176K ﹤0.01%
6,729
-1,934
944
$175K ﹤0.01%
2,283
+120
945
$175K ﹤0.01%
1,846
-33
946
$175K ﹤0.01%
6,118
947
$175K ﹤0.01%
2,400
+583
948
$174K ﹤0.01%
14,910
+4,127
949
$174K ﹤0.01%
2,026
-987
950
$174K ﹤0.01%
5,419
-8,611
36 37
38
39 40