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
176
$2.77M 0.06%
54,562
-35,217
177
$2.77M 0.06%
25,694
+1,329
178
$2.74M 0.05%
9,828
+315
179
$2.74M 0.05%
30,897
+2,716
180
$2.74M 0.05%
7,937
+1,665
181
$2.72M 0.05%
19,082
+81
182
$2.66M 0.05%
12,522
-812
183
$2.65M 0.05%
47,386
+12,675
184
$2.64M 0.05%
54,612
-14,471
185
$2.64M 0.05%
18,103
+852
186
$2.6M 0.05%
36,101
-196
187
$2.57M 0.05%
21,631
+3,925
188
$2.53M 0.05%
54,443
+2,299
189
$2.52M 0.05%
21,978
-349
190
$2.52M 0.05%
21,141
+16,942
191
$2.52M 0.05%
9,678
-1,110
192
$2.51M 0.05%
16,948
-3,521
193
$2.48M 0.05%
74,866
+26,764
194
$2.46M 0.05%
9,045
-3,034
195
$2.45M 0.05%
14,595
+510
196
$2.44M 0.05%
12,393
-104
197
$2.42M 0.05%
29,537
+4,438
198
$2.4M 0.05%
89,779
+2,586
199
$2.4M 0.05%
48,142
+2,231
200
$2.37M 0.05%
44,284
+2,978
6 7
8
9 10