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
2001
$13K ﹤0.01%
359
2002
$13K ﹤0.01%
626
+550
2003
$13K ﹤0.01%
334
+46
2004
$13K ﹤0.01%
86
+38
2005
$13K ﹤0.01%
30
+6
2006
$13K ﹤0.01%
458
-3,162
2007
$13K ﹤0.01%
+3,100
2008
$12K ﹤0.01%
1,522
+217
2009
$12K ﹤0.01%
+500
2010
$12K ﹤0.01%
270
2011
$12K ﹤0.01%
369
+239
2012
$12K ﹤0.01%
589
-686
2013
$12K ﹤0.01%
265
2014
$12K ﹤0.01%
167
-25
2015
$12K ﹤0.01%
8,500
2016
$12K ﹤0.01%
225
-172
2017
$12K ﹤0.01%
168
2018
$12K ﹤0.01%
220
2019
$12K ﹤0.01%
14
2020
$12K ﹤0.01%
24
-29
2021
$12K ﹤0.01%
84
+1
2022
$12K ﹤0.01%
488
-39
2023
$12K ﹤0.01%
1,232
+64
2024
$12K ﹤0.01%
307
2025
$12K ﹤0.01%
390
-750
79 80
81
82 83