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
1026
$148K ﹤0.01%
336
+40
1027
$148K ﹤0.01%
886
+488
1028
$147K ﹤0.01%
2,343
+18
1029
$147K ﹤0.01%
492
+194
1030
$146K ﹤0.01%
11,991
+3,532
1031
$145K ﹤0.01%
3,731
+1,271
1032
$145K ﹤0.01%
2,700
+150
1033
$145K ﹤0.01%
2,714
-6,771
1034
$144K ﹤0.01%
2,083
+129
1035
$144K ﹤0.01%
105
-4
1036
$143K ﹤0.01%
2,049
-22
1037
$143K ﹤0.01%
3,454
-32
1038
$143K ﹤0.01%
7,777
+149
1039
$143K ﹤0.01%
1,840
+244
1040
$142K ﹤0.01%
1,350
+64
1041
$142K ﹤0.01%
3,338
-62
1042
$142K ﹤0.01%
523
-1,523
1043
$141K ﹤0.01%
7,473
-50
1044
$141K ﹤0.01%
1,471
-43
1045
$141K ﹤0.01%
1,266
-12
1046
$141K ﹤0.01%
1,968
+818
1047
$141K ﹤0.01%
1,468
1048
$141K ﹤0.01%
3,749
+220
1049
$140K ﹤0.01%
1,043
+2
1050
$140K ﹤0.01%
1,576
+498
40 41
42
43 44