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
1401
$58K ﹤0.01%
650
+10
1402
$57K ﹤0.01%
1,795
-540
1403
$57K ﹤0.01%
1,655
-407
1404
$57K ﹤0.01%
485
1405
$57K ﹤0.01%
+2,363
1406
$57K ﹤0.01%
2,070
+2,000
1407
$57K ﹤0.01%
2,984
1408
$56K ﹤0.01%
210
-26
1409
$56K ﹤0.01%
3,328
+45
1410
$56K ﹤0.01%
+11,707
1411
$56K ﹤0.01%
1,990
+56
1412
$56K ﹤0.01%
938
-2
1413
$55K ﹤0.01%
2,135
+175
1414
$55K ﹤0.01%
207
+29
1415
$55K ﹤0.01%
435
1416
$55K ﹤0.01%
680
-4
1417
$55K ﹤0.01%
1,155
+42
1418
$55K ﹤0.01%
604
+300
1419
$54K ﹤0.01%
1,134
-45,841
1420
$54K ﹤0.01%
449
+11
1421
$54K ﹤0.01%
2,000
1422
$54K ﹤0.01%
+167
1423
$54K ﹤0.01%
922
+1
1424
$53K ﹤0.01%
1,348
1425
$53K ﹤0.01%
777
-198
55 56
57
58 59