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
1601
$34K ﹤0.01%
456
-15
1602
$34K ﹤0.01%
+1,143
1603
$33K ﹤0.01%
3,575
+3,076
1604
$33K ﹤0.01%
1,000
1605
$33K ﹤0.01%
932
-272
1606
$33K ﹤0.01%
+1,267
1607
$33K ﹤0.01%
+699
1608
$33K ﹤0.01%
431
+30
1609
$33K ﹤0.01%
335
1610
$33K ﹤0.01%
947
+4
1611
$33K ﹤0.01%
942
+9
1612
$33K ﹤0.01%
861
1613
$33K ﹤0.01%
127
-4
1614
$33K ﹤0.01%
794
+197
1615
$33K ﹤0.01%
8,500
1616
$33K ﹤0.01%
421
-32
1617
$33K ﹤0.01%
1,000
+960
1618
$33K ﹤0.01%
2,801
-2,452
1619
$32K ﹤0.01%
556
+483
1620
$32K ﹤0.01%
1,416
+208
1621
$32K ﹤0.01%
470
-226
1622
$32K ﹤0.01%
1,400
1623
$32K ﹤0.01%
564
-2,017
1624
$32K ﹤0.01%
1,173
1625
$32K ﹤0.01%
733
+659
63 64
65
66 67