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
1876
$17K ﹤0.01%
1,004
1877
$17K ﹤0.01%
1,340
1878
$17K ﹤0.01%
275
+9
1879
$17K ﹤0.01%
163
-26
1880
$17K ﹤0.01%
434
1881
$17K ﹤0.01%
+799
1882
$17K ﹤0.01%
403
+1
1883
$17K ﹤0.01%
750
1884
$17K ﹤0.01%
199
+68
1885
$17K ﹤0.01%
802
1886
$17K ﹤0.01%
133
-4
1887
$17K ﹤0.01%
314
-55
1888
$17K ﹤0.01%
216
-594
1889
$17K ﹤0.01%
621
1890
$17K ﹤0.01%
1,050
1891
$17K ﹤0.01%
1,677
+18
1892
$17K ﹤0.01%
142
+6
1893
$17K ﹤0.01%
361
+29
1894
$17K ﹤0.01%
213
-38
1895
$17K ﹤0.01%
1,000
-1,673
1896
$17K ﹤0.01%
+895
1897
$17K ﹤0.01%
496
1898
$17K ﹤0.01%
212
1899
$17K ﹤0.01%
199
+65
1900
$17K ﹤0.01%
479
+252
74 75
76
77 78