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
1251
$85K ﹤0.01%
4,100
+1,045
1252
$85K ﹤0.01%
2,220
-86
1253
$84K ﹤0.01%
3,772
+1,746
1254
$84K ﹤0.01%
925
1255
$83K ﹤0.01%
740
-83
1256
$83K ﹤0.01%
720
1257
$83K ﹤0.01%
2,720
-215
1258
$82K ﹤0.01%
167
+55
1259
$82K ﹤0.01%
811
+354
1260
$82K ﹤0.01%
3,700
1261
$82K ﹤0.01%
+1,145
1262
$81K ﹤0.01%
1,650
+242
1263
$81K ﹤0.01%
760
+15
1264
$81K ﹤0.01%
1,139
-6
1265
$81K ﹤0.01%
205
+29
1266
$81K ﹤0.01%
5,044
-49
1267
$81K ﹤0.01%
+1,000
1268
$80K ﹤0.01%
1,446
+53
1269
$80K ﹤0.01%
1,482
1270
$80K ﹤0.01%
1,216
+32
1271
$80K ﹤0.01%
1,092
-1,554
1272
$80K ﹤0.01%
3,007
1273
$80K ﹤0.01%
1,216
+42
1274
$79K ﹤0.01%
2,680
1275
$79K ﹤0.01%
1,800
+436
49 50
51
52 53