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
1376
$62K ﹤0.01%
1,110
+200
1377
$62K ﹤0.01%
454
+79
1378
$62K ﹤0.01%
166
-15
1379
$62K ﹤0.01%
10,000
1380
$61K ﹤0.01%
1,210
+142
1381
$61K ﹤0.01%
1,361
1382
$61K ﹤0.01%
1,166
+6
1383
$61K ﹤0.01%
+1,908
1384
$61K ﹤0.01%
1,855
+615
1385
$60K ﹤0.01%
1,971
+3
1386
$60K ﹤0.01%
2,117
1387
$60K ﹤0.01%
1,975
-890
1388
$60K ﹤0.01%
1,385
1389
$60K ﹤0.01%
296
+19
1390
$59K ﹤0.01%
+625
1391
$59K ﹤0.01%
1,400
1392
$59K ﹤0.01%
242
-232
1393
$59K ﹤0.01%
329
+13
1394
$59K ﹤0.01%
524
+2
1395
$59K ﹤0.01%
225
+174
1396
$58K ﹤0.01%
1,087
+382
1397
$58K ﹤0.01%
1,732
1398
$58K ﹤0.01%
1,670
-2,504
1399
$58K ﹤0.01%
135
+10
1400
$58K ﹤0.01%
381
-9
54 55
56
57 58