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
1076
$131K ﹤0.01%
228
+5
1077
$131K ﹤0.01%
8,529
+148
1078
$131K ﹤0.01%
620
+234
1079
$131K ﹤0.01%
1,554
+306
1080
$130K ﹤0.01%
1,056
+1,032
1081
$130K ﹤0.01%
9,493
1082
$129K ﹤0.01%
4,224
-863
1083
$129K ﹤0.01%
3,008
+64
1084
$128K ﹤0.01%
3,938
-31,035
1085
$128K ﹤0.01%
1,342
-1,904
1086
$128K ﹤0.01%
9,371
+71
1087
$127K ﹤0.01%
1,444
+344
1088
$127K ﹤0.01%
275
+4
1089
$127K ﹤0.01%
12,840
-5,186
1090
$126K ﹤0.01%
622
-1
1091
$126K ﹤0.01%
726
-260
1092
$126K ﹤0.01%
1,064
+595
1093
$126K ﹤0.01%
+3,456
1094
$125K ﹤0.01%
423
-59
1095
$125K ﹤0.01%
2,594
+826
1096
$125K ﹤0.01%
2,371
+54
1097
$124K ﹤0.01%
861
+1
1098
$124K ﹤0.01%
315
+271
1099
$124K ﹤0.01%
1,154
-165
1100
$124K ﹤0.01%
1,290
+358
42 43
44
45 46