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
1476
$46K ﹤0.01%
1,665
+585
1477
$46K ﹤0.01%
468
+9
1478
$46K ﹤0.01%
262
+6
1479
$46K ﹤0.01%
500
1480
$46K ﹤0.01%
400
1481
$45K ﹤0.01%
678
1482
$45K ﹤0.01%
181
+12
1483
$45K ﹤0.01%
450
+11
1484
$45K ﹤0.01%
901
+550
1485
$45K ﹤0.01%
590
+280
1486
$45K ﹤0.01%
1,109
1487
$45K ﹤0.01%
204
+105
1488
$45K ﹤0.01%
413
+28
1489
$44K ﹤0.01%
964
+365
1490
$44K ﹤0.01%
1,815
1491
$44K ﹤0.01%
6,200
1492
$44K ﹤0.01%
730
1493
$44K ﹤0.01%
446
+50
1494
$44K ﹤0.01%
775
-330
1495
$44K ﹤0.01%
+847
1496
$44K ﹤0.01%
548
1497
$44K ﹤0.01%
435
1498
$44K ﹤0.01%
723
+167
1499
$44K ﹤0.01%
2,014
1500
$44K ﹤0.01%
900
+400
58 59
60
61 62