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
1951
$14K ﹤0.01%
181
1952
$14K ﹤0.01%
165
-94
1953
$14K ﹤0.01%
750
1954
$14K ﹤0.01%
498
+30
1955
$14K ﹤0.01%
496
+49
1956
$14K ﹤0.01%
239
+1
1957
$14K ﹤0.01%
112
1958
$14K ﹤0.01%
268
+6
1959
$14K ﹤0.01%
303
-142
1960
$14K ﹤0.01%
527
1961
$14K ﹤0.01%
2,475
+575
1962
$14K ﹤0.01%
214
+13
1963
$14K ﹤0.01%
660
-10,566
1964
$14K ﹤0.01%
103
1965
$14K ﹤0.01%
321
+3
1966
$14K ﹤0.01%
31
-143
1967
$14K ﹤0.01%
95
+14
1968
$14K ﹤0.01%
165
-129
1969
$14K ﹤0.01%
1,800
-50
1970
$14K ﹤0.01%
334
1971
$14K ﹤0.01%
+1,400
1972
$14K ﹤0.01%
90
+26
1973
$14K ﹤0.01%
950
1974
$14K ﹤0.01%
+410
1975
$14K ﹤0.01%
217
77 78
79
80 81