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
2051
$11K ﹤0.01%
66
-66
2052
$11K ﹤0.01%
1,070
2053
$11K ﹤0.01%
144
-1,034
2054
$11K ﹤0.01%
50
-1
2055
$11K ﹤0.01%
129
-32,024
2056
$11K ﹤0.01%
150
2057
$11K ﹤0.01%
+215
2058
$11K ﹤0.01%
80
-34
2059
$11K ﹤0.01%
28
+1
2060
$11K ﹤0.01%
324
2061
$11K ﹤0.01%
1,000
2062
$11K ﹤0.01%
400
2063
$11K ﹤0.01%
6,277
2064
$11K ﹤0.01%
700
-4,000
2065
$11K ﹤0.01%
465
2066
$11K ﹤0.01%
11,000
2067
$11K ﹤0.01%
600
2068
$11K ﹤0.01%
44
+11
2069
$11K ﹤0.01%
375
2070
$11K ﹤0.01%
530
+218
2071
$11K ﹤0.01%
338
-2,724
2072
$10K ﹤0.01%
205
+2
2073
$10K ﹤0.01%
34
+3
2074
$10K ﹤0.01%
87
+8
2075
$10K ﹤0.01%
75
81 82
83
84 85