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
1451
$49K ﹤0.01%
+1,900
1452
$49K ﹤0.01%
+1,108
1453
$49K ﹤0.01%
2,159
-7,865
1454
$49K ﹤0.01%
697
1455
$49K ﹤0.01%
2,303
+9
1456
$48K ﹤0.01%
4,469
1457
$48K ﹤0.01%
5,905
+150
1458
$48K ﹤0.01%
+235
1459
$48K ﹤0.01%
434
+8
1460
$48K ﹤0.01%
544
+16
1461
$48K ﹤0.01%
+913
1462
$48K ﹤0.01%
561
+25
1463
$48K ﹤0.01%
272
+49
1464
$48K ﹤0.01%
950
1465
$48K ﹤0.01%
883
+1
1466
$47K ﹤0.01%
1,110
1467
$47K ﹤0.01%
318
+145
1468
$47K ﹤0.01%
1,221
-2,460
1469
$47K ﹤0.01%
768
1470
$47K ﹤0.01%
850
-3
1471
$47K ﹤0.01%
341
-98
1472
$46K ﹤0.01%
354
+53
1473
$46K ﹤0.01%
+429
1474
$46K ﹤0.01%
1,200
-4,120
1475
$46K ﹤0.01%
3,134
+1,765
57 58
59
60 61