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
1801
$21K ﹤0.01%
234
+11
1802
$21K ﹤0.01%
306
1803
$20K ﹤0.01%
1,278
-1,000
1804
$20K ﹤0.01%
+1,436
1805
$20K ﹤0.01%
1,200
+1,100
1806
$20K ﹤0.01%
655
+261
1807
$20K ﹤0.01%
630
-407
1808
$20K ﹤0.01%
349
+245
1809
$20K ﹤0.01%
704
+4
1810
$20K ﹤0.01%
400
1811
$20K ﹤0.01%
866
-462
1812
$20K ﹤0.01%
500
+100
1813
$20K ﹤0.01%
243
+33
1814
$20K ﹤0.01%
1,000
1815
$20K ﹤0.01%
3,175
1816
$20K ﹤0.01%
309
-895
1817
$20K ﹤0.01%
1,225
1818
$20K ﹤0.01%
400
-300
1819
$20K ﹤0.01%
+1,138
1820
$20K ﹤0.01%
88
1821
$20K ﹤0.01%
500
1822
$20K ﹤0.01%
476
+3
1823
$20K ﹤0.01%
196
1824
$20K ﹤0.01%
425
+32
1825
$20K ﹤0.01%
228
-85
71 72
73
74 75