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
1301
$75K ﹤0.01%
2,055
+275
1302
$75K ﹤0.01%
2,808
-566
1303
$75K ﹤0.01%
2,319
-228
1304
$75K ﹤0.01%
1,018
+1
1305
$75K ﹤0.01%
1,865
1306
$75K ﹤0.01%
100,000
1307
$75K ﹤0.01%
4,482
+182
1308
$75K ﹤0.01%
1,098
+1,095
1309
$74K ﹤0.01%
2,094
+50
1310
$73K ﹤0.01%
730
+7
1311
$73K ﹤0.01%
700
+3
1312
$73K ﹤0.01%
1,023
+72
1313
$72K ﹤0.01%
894
+458
1314
$72K ﹤0.01%
2,246
-62
1315
$72K ﹤0.01%
2,474
+22
1316
$72K ﹤0.01%
662
-640
1317
$72K ﹤0.01%
3,104
+1,500
1318
$72K ﹤0.01%
1,518
-44
1319
$72K ﹤0.01%
1,350
+1,263
1320
$72K ﹤0.01%
3,624
+331
1321
$72K ﹤0.01%
208
-19
1322
$71K ﹤0.01%
+2,190
1323
$71K ﹤0.01%
878
-6,644
1324
$71K ﹤0.01%
3,007
1325
$71K ﹤0.01%
2,063
51 52
53
54 55