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
1651
$30K ﹤0.01%
289
-125
1652
$30K ﹤0.01%
150
+29
1653
$30K ﹤0.01%
138
-45
1654
$30K ﹤0.01%
+871
1655
$29K ﹤0.01%
727
-484
1656
$29K ﹤0.01%
350
1657
$29K ﹤0.01%
591
-295
1658
$29K ﹤0.01%
575
1659
$29K ﹤0.01%
+1,050
1660
$29K ﹤0.01%
530
+461
1661
$29K ﹤0.01%
645
1662
$29K ﹤0.01%
741
1663
$29K ﹤0.01%
837
+27
1664
$29K ﹤0.01%
4,550
-698
1665
$29K ﹤0.01%
945
+812
1666
$29K ﹤0.01%
1,225
1667
$29K ﹤0.01%
377
-2
1668
$29K ﹤0.01%
1,778
-100
1669
$29K ﹤0.01%
1,529
1670
$29K ﹤0.01%
338
+17
1671
$29K ﹤0.01%
+584
1672
$29K ﹤0.01%
150
1673
$29K ﹤0.01%
29
+5
1674
$29K ﹤0.01%
148
-38
1675
$28K ﹤0.01%
523
-3,062
65 66
67
68 69