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
1126
$117K ﹤0.01%
246
+29
1127
$116K ﹤0.01%
1,886
-188
1128
$116K ﹤0.01%
6,525
+325
1129
$115K ﹤0.01%
1,518
-1
1130
$115K ﹤0.01%
+1,540
1131
$115K ﹤0.01%
361
-199
1132
$115K ﹤0.01%
1,501
-43
1133
$114K ﹤0.01%
1,808
-98,913
1134
$113K ﹤0.01%
1,276
1135
$113K ﹤0.01%
1,556
-4,270
1136
$113K ﹤0.01%
18,500
-1,925
1137
$112K ﹤0.01%
2,404
-24
1138
$112K ﹤0.01%
5,570
+4,095
1139
$112K ﹤0.01%
329
+25
1140
$112K ﹤0.01%
2,025
-325
1141
$112K ﹤0.01%
1,983
+24
1142
$112K ﹤0.01%
6,705
1143
$111K ﹤0.01%
3,356
+10
1144
$111K ﹤0.01%
217
+71
1145
$110K ﹤0.01%
2,367
-1,470
1146
$110K ﹤0.01%
262
+94
1147
$109K ﹤0.01%
6,664
+536
1148
$109K ﹤0.01%
1,656
+760
1149
$108K ﹤0.01%
2,274
-742
1150
$108K ﹤0.01%
1,795
+1
44 45
46
47 48