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
1576
$36K ﹤0.01%
57
-26
1577
$36K ﹤0.01%
1,537
-1,368
1578
$36K ﹤0.01%
563
-296
1579
$36K ﹤0.01%
2,000
1580
$36K ﹤0.01%
+856
1581
$35K ﹤0.01%
533
+440
1582
$35K ﹤0.01%
617
1583
$35K ﹤0.01%
257
+49
1584
$35K ﹤0.01%
1,301
-660
1585
$35K ﹤0.01%
421
-44
1586
$35K ﹤0.01%
1,038
+262
1587
$35K ﹤0.01%
989
+439
1588
$35K ﹤0.01%
1,671
1589
$35K ﹤0.01%
667
-440
1590
$35K ﹤0.01%
6,262
+2
1591
$34K ﹤0.01%
416
1592
$34K ﹤0.01%
65
-472
1593
$34K ﹤0.01%
699
-90
1594
$34K ﹤0.01%
256
-372
1595
$34K ﹤0.01%
390
1596
$34K ﹤0.01%
4,173
1597
$34K ﹤0.01%
706
1598
$34K ﹤0.01%
680
1599
$34K ﹤0.01%
1,000
1600
$34K ﹤0.01%
702
-257
62 63
64
65 66