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
1626
$32K ﹤0.01%
177
1627
$32K ﹤0.01%
2,904
+30
1628
$32K ﹤0.01%
+556
1629
$32K ﹤0.01%
175
1630
$32K ﹤0.01%
824
-1,665
1631
$31K ﹤0.01%
75
1632
$31K ﹤0.01%
375
1633
$31K ﹤0.01%
113
-106
1634
$31K ﹤0.01%
762
-520
1635
$31K ﹤0.01%
1,009
+187
1636
$31K ﹤0.01%
175
+5
1637
$31K ﹤0.01%
2,378
+2,168
1638
$31K ﹤0.01%
6,753
-213
1639
$31K ﹤0.01%
523
+41
1640
$31K ﹤0.01%
980
+77
1641
$31K ﹤0.01%
270
+90
1642
$31K ﹤0.01%
1,535
1643
$31K ﹤0.01%
1,213
+7
1644
$31K ﹤0.01%
1,278
+40
1645
$30K ﹤0.01%
1,500
1646
$30K ﹤0.01%
1,000
1647
$30K ﹤0.01%
+571
1648
$30K ﹤0.01%
612
+28
1649
$30K ﹤0.01%
1,720
1650
$30K ﹤0.01%
571
64 65
66
67 68