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
1101
$124K ﹤0.01%
2,534
+41
1102
$124K ﹤0.01%
659
1103
$123K ﹤0.01%
4,071
-662
1104
$123K ﹤0.01%
2,346
+335
1105
$122K ﹤0.01%
394
-10
1106
$122K ﹤0.01%
1,279
-45
1107
$121K ﹤0.01%
4,888
+803
1108
$121K ﹤0.01%
4,257
-91,349
1109
$121K ﹤0.01%
1,001
+901
1110
$121K ﹤0.01%
4,083
+738
1111
$120K ﹤0.01%
3,714
-79
1112
$119K ﹤0.01%
988
+54
1113
$119K ﹤0.01%
2,326
-140
1114
$119K ﹤0.01%
1,692
-271
1115
$119K ﹤0.01%
4,291
+3,983
1116
$118K ﹤0.01%
670
+448
1117
$118K ﹤0.01%
427
-3,430
1118
$118K ﹤0.01%
4,112
1119
$118K ﹤0.01%
766
+203
1120
$118K ﹤0.01%
866
+70
1121
$118K ﹤0.01%
1,063
+3
1122
$117K ﹤0.01%
1,404
1123
$117K ﹤0.01%
1,488
-408
1124
$117K ﹤0.01%
690
-3
1125
$117K ﹤0.01%
6,050
+480
43 44
45
46 47