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
76
$6.29M 0.13%
56,651
+381
77
$6.22M 0.12%
55,156
+36,651
78
$5.95M 0.12%
121,459
+120,491
79
$5.92M 0.12%
38,518
+634
80
$5.87M 0.12%
35,442
+4,690
81
$5.81M 0.12%
15,108
+13,925
82
$5.68M 0.11%
26,775
+614
83
$5.67M 0.11%
21,312
+840
84
$5.54M 0.11%
28,488
+673
85
$5.48M 0.11%
86,927
+20,431
86
$5.4M 0.11%
183,016
-4,441
87
$5.32M 0.11%
64,552
+3,007
88
$5.32M 0.11%
125,716
+34,647
89
$5.32M 0.11%
95,304
+14,962
90
$5.3M 0.11%
97,804
+6,700
91
$5.29M 0.11%
79,453
+78,991
92
$5.26M 0.11%
49,936
+312
93
$5.2M 0.1%
89,035
+21,100
94
$5.2M 0.1%
60,639
+1,637
95
$5.04M 0.1%
85,090
-553
96
$4.96M 0.1%
63,180
+4,374
97
$4.96M 0.1%
50,335
+608
98
$4.93M 0.1%
38,158
+2,473
99
$4.88M 0.1%
9,011
+596
100
$4.85M 0.1%
44,818
+5,820
2 3
4
5 6