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
1351
$66K ﹤0.01%
2,343
-1,673
1352
$65K ﹤0.01%
770
-166
1353
$65K ﹤0.01%
4,905
+493
1354
$65K ﹤0.01%
+981
1355
$65K ﹤0.01%
3,056
+221
1356
$65K ﹤0.01%
325
+160
1357
$64K ﹤0.01%
1,372
1358
$64K ﹤0.01%
333
+47
1359
$64K ﹤0.01%
576
+467
1360
$64K ﹤0.01%
622
+36
1361
$64K ﹤0.01%
4,226
1362
$63K ﹤0.01%
407
+142
1363
$63K ﹤0.01%
1,152
+4
1364
$63K ﹤0.01%
+1,448
1365
$63K ﹤0.01%
520
-68
1366
$63K ﹤0.01%
31
1367
$63K ﹤0.01%
225
-71
1368
$63K ﹤0.01%
483
+78
1369
$63K ﹤0.01%
1,121
1370
$62K ﹤0.01%
1,968
1371
$62K ﹤0.01%
4,587
1372
$62K ﹤0.01%
2,307
1373
$62K ﹤0.01%
98
+15
1374
$62K ﹤0.01%
1,224
+4
1375
$62K ﹤0.01%
1,750
53 54
55
56 57