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
1551
$38K ﹤0.01%
1,000
+200
1552
$38K ﹤0.01%
405
-253
1553
$38K ﹤0.01%
1,735
+235
1554
$38K ﹤0.01%
288
-68
1555
$38K ﹤0.01%
433
1556
$38K ﹤0.01%
1,100
1557
$38K ﹤0.01%
500
1558
$37K ﹤0.01%
1,626
+2
1559
$37K ﹤0.01%
370
1560
$37K ﹤0.01%
4,000
+2,000
1561
$37K ﹤0.01%
669
-7,609
1562
$37K ﹤0.01%
1,223
+299
1563
$36K ﹤0.01%
800
-218
1564
$36K ﹤0.01%
52
+1
1565
$36K ﹤0.01%
727
+427
1566
$36K ﹤0.01%
803
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1567
$36K ﹤0.01%
1,220
1568
$36K ﹤0.01%
606
-40
1569
$36K ﹤0.01%
1,851
1570
$36K ﹤0.01%
201
+8
1571
$36K ﹤0.01%
+400
1572
$36K ﹤0.01%
538
+502
1573
$36K ﹤0.01%
713
1574
$36K ﹤0.01%
5,071
+1,331
1575
$36K ﹤0.01%
421
-153
61 62
63
64 65