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
1926
$16K ﹤0.01%
126
-5
1927
$16K ﹤0.01%
3,216
-1,000
1928
$16K ﹤0.01%
241
+31
1929
$16K ﹤0.01%
500
1930
$15K ﹤0.01%
786
+80
1931
$15K ﹤0.01%
900
1932
$15K ﹤0.01%
162
+8
1933
$15K ﹤0.01%
500
1934
$15K ﹤0.01%
575
-815
1935
$15K ﹤0.01%
1,124
1936
$15K ﹤0.01%
290
-60
1937
$15K ﹤0.01%
166
+43
1938
$15K ﹤0.01%
299
-11
1939
$15K ﹤0.01%
241
+1
1940
$15K ﹤0.01%
260
+99
1941
$15K ﹤0.01%
350
1942
$15K ﹤0.01%
321
+162
1943
$15K ﹤0.01%
270
1944
$15K ﹤0.01%
350
1945
$15K ﹤0.01%
446
+85
1946
$15K ﹤0.01%
1,000
1947
$15K ﹤0.01%
319
-31
1948
$15K ﹤0.01%
+2,066
1949
$15K ﹤0.01%
+500
1950
$14K ﹤0.01%
205
-290
76 77
78
79 80