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
126
$4.06M 0.08%
12,678
-346
127
$4.03M 0.08%
106,232
+10,806
128
$4.01M 0.08%
53,125
-585
129
$3.98M 0.08%
61,921
+16,840
130
$3.98M 0.08%
38,934
+1,066
131
$3.97M 0.08%
55,798
+14,614
132
$3.97M 0.08%
78,897
+2,111
133
$3.92M 0.08%
23,050
-682
134
$3.9M 0.08%
33,587
+3,556
135
$3.9M 0.08%
93,050
+35,362
136
$3.9M 0.08%
39,603
+11,943
137
$3.89M 0.08%
42,734
+3,248
138
$3.88M 0.08%
60,289
+9,688
139
$3.88M 0.08%
90,050
+14,230
140
$3.86M 0.08%
98,976
-199
141
$3.81M 0.08%
73,653
-19,127
142
$3.76M 0.08%
25,865
+1,449
143
$3.73M 0.07%
65,459
+13,431
144
$3.65M 0.07%
72,236
+12,808
145
$3.51M 0.07%
47,561
-28,786
146
$3.5M 0.07%
47,140
+1,277
147
$3.49M 0.07%
169,077
-3,780
148
$3.43M 0.07%
58,024
+13,845
149
$3.4M 0.07%
22,573
+2,406
150
$3.39M 0.07%
17,230
+3
4 5
6
7 8