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
151
$3.39M 0.07%
14,047
-2,745
152
$3.38M 0.07%
102,712
+2,321
153
$3.34M 0.07%
35,940
-847
154
$3.33M 0.07%
14,142
-1,108
155
$3.32M 0.07%
77,662
-123,859
156
$3.26M 0.07%
70,125
+5,772
157
$3.25M 0.07%
31,885
+4,053
158
$3.25M 0.07%
119,648
+21,456
159
$3.24M 0.06%
96,745
-20,056
160
$3.23M 0.06%
61,566
+6,730
161
$3.2M 0.06%
82,342
-1,432
162
$3.18M 0.06%
67,034
+22,394
163
$3.16M 0.06%
62,551
-8,042
164
$3.11M 0.06%
82,708
+18,590
165
$3.1M 0.06%
24,918
+24,145
166
$3.09M 0.06%
50,582
+20
167
$3.08M 0.06%
15,224
+2,272
168
$3.08M 0.06%
10,852
+318
169
$3.05M 0.06%
48,816
+45,144
170
$3.05M 0.06%
13,301
-23
171
$3M 0.06%
13,583
-12,989
172
$2.88M 0.06%
21,858
+4,780
173
$2.83M 0.06%
113,997
+6,102
174
$2.79M 0.06%
43,297
-40,338
175
$2.77M 0.06%
20,795
-274
5 6
7
8 9