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
1176
$104K ﹤0.01%
335
-287
1177
$104K ﹤0.01%
5,651
-74
1178
$104K ﹤0.01%
6,512
+711
1179
$104K ﹤0.01%
7,069
-200
1180
$104K ﹤0.01%
1,699
+1,696
1181
$103K ﹤0.01%
608
+2
1182
$103K ﹤0.01%
+5,201
1183
$102K ﹤0.01%
10,600
-1,578
1184
$102K ﹤0.01%
946
1185
$102K ﹤0.01%
45,000
1186
$102K ﹤0.01%
838
+115
1187
$101K ﹤0.01%
1,720
-260
1188
$101K ﹤0.01%
6,047
-80,796
1189
$101K ﹤0.01%
2,712
-50
1190
$101K ﹤0.01%
3,103
1191
$101K ﹤0.01%
1,234
-12
1192
$100K ﹤0.01%
3,262
-77
1193
$100K ﹤0.01%
3,152
-47
1194
$100K ﹤0.01%
5,861
+169
1195
$100K ﹤0.01%
2,595
+184
1196
$100K ﹤0.01%
602
-69
1197
$99K ﹤0.01%
910
-304
1198
$99K ﹤0.01%
4,363
+409
1199
$98K ﹤0.01%
+2,110
1200
$98K ﹤0.01%
282
+135
46 47
48
49 50