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
951
$174K ﹤0.01%
+8,710
952
$173K ﹤0.01%
1,976
-35
953
$173K ﹤0.01%
7,225
+2,365
954
$173K ﹤0.01%
10,056
+42
955
$172K ﹤0.01%
5,492
+3,824
956
$172K ﹤0.01%
8,289
+823
957
$171K ﹤0.01%
2,764
-53
958
$171K ﹤0.01%
2,065
+1,307
959
$171K ﹤0.01%
2,068
960
$170K ﹤0.01%
3,487
961
$170K ﹤0.01%
2,158
+599
962
$170K ﹤0.01%
9,529
-1,749
963
$170K ﹤0.01%
6,931
+6,930
964
$170K ﹤0.01%
13,000
+9,750
965
$169K ﹤0.01%
443
+139
966
$169K ﹤0.01%
6,348
+3,887
967
$169K ﹤0.01%
+2,221
968
$169K ﹤0.01%
3,906
-2,235
969
$169K ﹤0.01%
3,840
+1,400
970
$168K ﹤0.01%
1,337
+91
971
$168K ﹤0.01%
2,329
-1,467
972
$167K ﹤0.01%
5,866
-4,949
973
$167K ﹤0.01%
7,607
-4,026
974
$167K ﹤0.01%
710
+193
975
$167K ﹤0.01%
2,861
-109
37 38
39
40 41