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
1526
$40K ﹤0.01%
1,198
-372
1527
$40K ﹤0.01%
977
+117
1528
$40K ﹤0.01%
1,200
+200
1529
$40K ﹤0.01%
2,027
+1,912
1530
$40K ﹤0.01%
1,625
+165
1531
$40K ﹤0.01%
1,854
+20
1532
$40K ﹤0.01%
797
-21
1533
$39K ﹤0.01%
790
1534
$39K ﹤0.01%
499
-270
1535
$39K ﹤0.01%
315
+4
1536
$39K ﹤0.01%
442
+107
1537
$39K ﹤0.01%
695
+670
1538
$39K ﹤0.01%
593
-154
1539
$39K ﹤0.01%
1,568
1540
$39K ﹤0.01%
1,506
1541
$39K ﹤0.01%
612
-12
1542
$39K ﹤0.01%
474
-6,625
1543
$39K ﹤0.01%
1,233
+125
1544
$39K ﹤0.01%
1,323
1545
$39K ﹤0.01%
+708
1546
$38K ﹤0.01%
548
-2,411
1547
$38K ﹤0.01%
1,219
-156
1548
$38K ﹤0.01%
900
1549
$38K ﹤0.01%
632
-346
1550
$38K ﹤0.01%
2,036
+1,286
60 61
62
63 64