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
1001
$157K ﹤0.01%
3,580
+74
1002
$157K ﹤0.01%
7,401
-218
1003
$156K ﹤0.01%
490
+165
1004
$156K ﹤0.01%
457
-1,994
1005
$156K ﹤0.01%
914
-1
1006
$155K ﹤0.01%
1,211
-639
1007
$155K ﹤0.01%
6,529
-223
1008
$155K ﹤0.01%
1,366
1009
$154K ﹤0.01%
1,889
-81
1010
$154K ﹤0.01%
2,196
-17
1011
$154K ﹤0.01%
4,200
+322
1012
$154K ﹤0.01%
7,013
+515
1013
$154K ﹤0.01%
27,412
+5,000
1014
$154K ﹤0.01%
291
-30
1015
$152K ﹤0.01%
4,904
-4,480
1016
$152K ﹤0.01%
5,334
1017
$150K ﹤0.01%
4,616
1018
$150K ﹤0.01%
1,582
+895
1019
$150K ﹤0.01%
2,413
-629
1020
$150K ﹤0.01%
3,047
-262
1021
$150K ﹤0.01%
474
-36
1022
$149K ﹤0.01%
2,402
-372
1023
$148K ﹤0.01%
2,500
+275
1024
$148K ﹤0.01%
2,415
+685
1025
$148K ﹤0.01%
7,260
+273
39 40
41
42 43