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
101
$4.77M 0.1%
39,832
+35,405
102
$4.76M 0.1%
20,298
+248
103
$4.63M 0.09%
223,060
+51,260
104
$4.57M 0.09%
62,166
+8,244
105
$4.5M 0.09%
86,441
+4,040
106
$4.49M 0.09%
227,184
+223,789
107
$4.49M 0.09%
18,465
-245
108
$4.48M 0.09%
59,570
-10,015
109
$4.47M 0.09%
11,437
-331
110
$4.46M 0.09%
88,417
-118,297
111
$4.44M 0.09%
48,265
+5,691
112
$4.42M 0.09%
85,044
+19,799
113
$4.41M 0.09%
69,107
-58,363
114
$4.39M 0.09%
12,176
+143
115
$4.31M 0.09%
31,813
-5,099
116
$4.22M 0.08%
91,833
+1,474
117
$4.21M 0.08%
76,951
-8,448
118
$4.2M 0.08%
78,601
-5,809
119
$4.18M 0.08%
23,782
+11,407
120
$4.16M 0.08%
15,942
+1,812
121
$4.14M 0.08%
101,782
+32,268
122
$4.14M 0.08%
50,416
+638
123
$4.11M 0.08%
133,832
-20,078
124
$4.1M 0.08%
26,889
-140
125
$4.1M 0.08%
27,417
+1,117
3 4
5
6 7