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
1326
$70K ﹤0.01%
1,460
1327
$70K ﹤0.01%
741
-333
1328
$70K ﹤0.01%
1,333
-285
1329
$69K ﹤0.01%
1,464
+87
1330
$69K ﹤0.01%
1,920
-5,378
1331
$69K ﹤0.01%
1,063
+816
1332
$69K ﹤0.01%
1,092
1333
$69K ﹤0.01%
955
+800
1334
$68K ﹤0.01%
1,098
+261
1335
$68K ﹤0.01%
36
+13
1336
$68K ﹤0.01%
2,420
+500
1337
$68K ﹤0.01%
+554
1338
$68K ﹤0.01%
4,826
-153
1339
$68K ﹤0.01%
965
+12
1340
$68K ﹤0.01%
273
+3
1341
$67K ﹤0.01%
1,184
+62
1342
$67K ﹤0.01%
905
1343
$67K ﹤0.01%
318
+5
1344
$67K ﹤0.01%
1,528
-207
1345
$67K ﹤0.01%
755
-5
1346
$66K ﹤0.01%
5,907
-2
1347
$66K ﹤0.01%
887
1348
$66K ﹤0.01%
100
1349
$66K ﹤0.01%
1,720
+541
1350
$66K ﹤0.01%
998
+838
52 53
54
55 56