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
1826
$20K ﹤0.01%
+400
1827
$20K ﹤0.01%
580
+100
1828
$20K ﹤0.01%
+206
1829
$20K ﹤0.01%
155
-4
1830
$20K ﹤0.01%
622
+247
1831
$19K ﹤0.01%
115
-1
1832
$19K ﹤0.01%
1,038
1833
$19K ﹤0.01%
298
-1,153
1834
$19K ﹤0.01%
1,500
1835
$19K ﹤0.01%
107
+68
1836
$19K ﹤0.01%
381
1837
$19K ﹤0.01%
454
1838
$19K ﹤0.01%
713
+500
1839
$19K ﹤0.01%
600
1840
$19K ﹤0.01%
161
1841
$19K ﹤0.01%
+220
1842
$19K ﹤0.01%
363
+43
1843
$19K ﹤0.01%
172
-203
1844
$19K ﹤0.01%
+1,000
1845
$19K ﹤0.01%
273
+60
1846
$19K ﹤0.01%
279
-19
1847
$19K ﹤0.01%
151
-53
1848
$19K ﹤0.01%
316
-245
1849
$19K ﹤0.01%
1,442
1850
$19K ﹤0.01%
+419
72 73
74
75 76