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
1726
$25K ﹤0.01%
1,262
+1,029
1727
$25K ﹤0.01%
957
1728
$25K ﹤0.01%
324
1729
$25K ﹤0.01%
356
+64
1730
$25K ﹤0.01%
750
-200
1731
$25K ﹤0.01%
+800
1732
$25K ﹤0.01%
1,000
1733
$25K ﹤0.01%
501
+14
1734
$25K ﹤0.01%
+2,300
1735
$25K ﹤0.01%
32
-54
1736
$25K ﹤0.01%
461
+346
1737
$25K ﹤0.01%
6,485
1738
$25K ﹤0.01%
485
1739
$25K ﹤0.01%
1,000
1740
$24K ﹤0.01%
130
1741
$24K ﹤0.01%
365
1742
$24K ﹤0.01%
+300
1743
$24K ﹤0.01%
935
1744
$24K ﹤0.01%
2,260
1745
$24K ﹤0.01%
1,132
1746
$24K ﹤0.01%
119
-40
1747
$24K ﹤0.01%
1,016
1748
$24K ﹤0.01%
1,000
1749
$23K ﹤0.01%
325
+7
1750
$23K ﹤0.01%
+169
68 69
70
71 72