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
1151
$108K ﹤0.01%
1,301
-13,510
1152
$108K ﹤0.01%
3,582
-26
1153
$108K ﹤0.01%
3,620
-1,510
1154
$108K ﹤0.01%
1,956
1155
$108K ﹤0.01%
1,219
+81
1156
$108K ﹤0.01%
5,316
-467
1157
$107K ﹤0.01%
6,665
-2,848
1158
$107K ﹤0.01%
3,000
+1,000
1159
$107K ﹤0.01%
7,546
-10,601
1160
$106K ﹤0.01%
4,222
+101
1161
$106K ﹤0.01%
1,949
+77
1162
$106K ﹤0.01%
5,492
-1,000
1163
$106K ﹤0.01%
5,462
-303
1164
$106K ﹤0.01%
1,627
+109
1165
$106K ﹤0.01%
2,170
+1,908
1166
$106K ﹤0.01%
490
+471
1167
$106K ﹤0.01%
1,255
+728
1168
$105K ﹤0.01%
1,082
+837
1169
$105K ﹤0.01%
670
-892
1170
$105K ﹤0.01%
769
-151
1171
$105K ﹤0.01%
2,496
+224
1172
$104K ﹤0.01%
2,880
-7
1173
$104K ﹤0.01%
1,249
-28
1174
$104K ﹤0.01%
1,773
+42
1175
$104K ﹤0.01%
4,975
45 46
47
48 49