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
1501
$44K ﹤0.01%
1,750
1502
$44K ﹤0.01%
986
-129
1503
$43K ﹤0.01%
236
-684
1504
$43K ﹤0.01%
984
-16
1505
$43K ﹤0.01%
361
-200
1506
$43K ﹤0.01%
418
1507
$43K ﹤0.01%
1,246
+586
1508
$43K ﹤0.01%
1,050
1509
$43K ﹤0.01%
2,287
1510
$43K ﹤0.01%
130
-18
1511
$42K ﹤0.01%
500
1512
$42K ﹤0.01%
1,652
+483
1513
$42K ﹤0.01%
730
+260
1514
$42K ﹤0.01%
505
+105
1515
$42K ﹤0.01%
354
-29
1516
$42K ﹤0.01%
115
+26
1517
$42K ﹤0.01%
928
+250
1518
$42K ﹤0.01%
441
-12
1519
$41K ﹤0.01%
205
+24
1520
$41K ﹤0.01%
856
-1,270
1521
$41K ﹤0.01%
124
+6
1522
$41K ﹤0.01%
790
+15
1523
$41K ﹤0.01%
196
-1
1524
$40K ﹤0.01%
130
+26
1525
$40K ﹤0.01%
970
+5
59 60
61
62 63