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
1976
$14K ﹤0.01%
+348
1977
$14K ﹤0.01%
+24
1978
$14K ﹤0.01%
337
1979
$13K ﹤0.01%
174
+50
1980
$13K ﹤0.01%
242
1981
$13K ﹤0.01%
448
+48
1982
$13K ﹤0.01%
250
1983
$13K ﹤0.01%
475
1984
$13K ﹤0.01%
496
-2,421
1985
$13K ﹤0.01%
215
+9
1986
$13K ﹤0.01%
+165
1987
$13K ﹤0.01%
135
1988
$13K ﹤0.01%
+55
1989
$13K ﹤0.01%
500
1990
$13K ﹤0.01%
450
+397
1991
$13K ﹤0.01%
200
1992
$13K ﹤0.01%
240
+1
1993
$13K ﹤0.01%
225
1994
$13K ﹤0.01%
+175
1995
$13K ﹤0.01%
4,000
1996
$13K ﹤0.01%
+1,050
1997
$13K ﹤0.01%
3,715
+750
1998
$13K ﹤0.01%
178
-3,667
1999
$13K ﹤0.01%
199
+12
2000
$13K ﹤0.01%
+371
78 79
80
81 82