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
1201
$98K ﹤0.01%
670
-557
1202
$97K ﹤0.01%
646
+40
1203
$97K ﹤0.01%
1,957
+66
1204
$97K ﹤0.01%
606
+206
1205
$96K ﹤0.01%
3,613
+2,404
1206
$96K ﹤0.01%
+3,855
1207
$96K ﹤0.01%
2,424
-601
1208
$96K ﹤0.01%
2,558
1209
$96K ﹤0.01%
3,901
-537
1210
$96K ﹤0.01%
2,388
+2,300
1211
$96K ﹤0.01%
2,956
+796
1212
$95K ﹤0.01%
1,013
+1,007
1213
$95K ﹤0.01%
128
-107
1214
$95K ﹤0.01%
2,756
+26
1215
$95K ﹤0.01%
674
+35
1216
$95K ﹤0.01%
1,227
-57
1217
$94K ﹤0.01%
195
+57
1218
$93K ﹤0.01%
2,974
1219
$93K ﹤0.01%
1,653
+16
1220
$93K ﹤0.01%
2,097
+542
1221
$92K ﹤0.01%
3,600
+50
1222
$91K ﹤0.01%
3,030
-5,346
1223
$91K ﹤0.01%
3,500
1224
$91K ﹤0.01%
1,347
1225
$91K ﹤0.01%
3,525
47 48
49
50 51