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
1426
$53K ﹤0.01%
1,743
-138
1427
$53K ﹤0.01%
2,113
1428
$53K ﹤0.01%
600
-420
1429
$52K ﹤0.01%
1,533
-207
1430
$52K ﹤0.01%
2,100
1431
$52K ﹤0.01%
874
-10
1432
$52K ﹤0.01%
318
-536
1433
$52K ﹤0.01%
591
+9
1434
$52K ﹤0.01%
246
-74
1435
$52K ﹤0.01%
2,347
1436
$51K ﹤0.01%
5,105
-100
1437
$51K ﹤0.01%
574
+262
1438
$51K ﹤0.01%
356
+334
1439
$51K ﹤0.01%
1,353
-685
1440
$51K ﹤0.01%
353
+119
1441
$50K ﹤0.01%
425
-1
1442
$50K ﹤0.01%
502
1443
$50K ﹤0.01%
1,800
-880
1444
$50K ﹤0.01%
188
1445
$50K ﹤0.01%
200
+70
1446
$49K ﹤0.01%
1,546
-195
1447
$49K ﹤0.01%
+1,902
1448
$49K ﹤0.01%
1,084
1449
$49K ﹤0.01%
2,267
-3
1450
$49K ﹤0.01%
962
-2
56 57
58
59 60