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
1701
$27K ﹤0.01%
166
1702
$27K ﹤0.01%
1,031
1703
$27K ﹤0.01%
+8,000
1704
$26K ﹤0.01%
2,364
-34,390
1705
$26K ﹤0.01%
99
+5
1706
$26K ﹤0.01%
841
+69
1707
$26K ﹤0.01%
287
+135
1708
$26K ﹤0.01%
1,300
1709
$26K ﹤0.01%
540
+449
1710
$26K ﹤0.01%
+2,000
1711
$26K ﹤0.01%
836
+8
1712
$26K ﹤0.01%
266
+4
1713
$26K ﹤0.01%
1,100
1714
$26K ﹤0.01%
174
+40
1715
$26K ﹤0.01%
441
-6,100
1716
$26K ﹤0.01%
800
1717
$26K ﹤0.01%
1,257
-8,590
1718
$25K ﹤0.01%
158
1719
$25K ﹤0.01%
1,153
+997
1720
$25K ﹤0.01%
483
-143
1721
$25K ﹤0.01%
1,050
+50
1722
$25K ﹤0.01%
+2,000
1723
$25K ﹤0.01%
511
-1
1724
$25K ﹤0.01%
787
+77
1725
$25K ﹤0.01%
+2,000
67 68
69
70 71