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
1226
$90K ﹤0.01%
+2,632
1227
$90K ﹤0.01%
612
+35
1228
$90K ﹤0.01%
409
+163
1229
$90K ﹤0.01%
646
+2
1230
$89K ﹤0.01%
268
-54
1231
$89K ﹤0.01%
2,265
1232
$89K ﹤0.01%
4,085
-530
1233
$88K ﹤0.01%
+3,343
1234
$88K ﹤0.01%
1,222
+132
1235
$88K ﹤0.01%
2,098
-878
1236
$88K ﹤0.01%
1,899
-74
1237
$87K ﹤0.01%
2,966
-174
1238
$87K ﹤0.01%
25,000
1239
$87K ﹤0.01%
545
+228
1240
$87K ﹤0.01%
1,749
+1,023
1241
$86K ﹤0.01%
1,990
+1,065
1242
$86K ﹤0.01%
546
-100
1243
$86K ﹤0.01%
1,957
1244
$85K ﹤0.01%
1,527
+257
1245
$85K ﹤0.01%
541
+74
1246
$85K ﹤0.01%
1,528
+27
1247
$85K ﹤0.01%
3,050
+225
1248
$85K ﹤0.01%
1,006
+61
1249
$85K ﹤0.01%
2,505
+440
1250
$85K ﹤0.01%
1,316
+286
48 49
50
51 52