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
2076
$10K ﹤0.01%
1,301
-808
2077
$10K ﹤0.01%
975
2078
$10K ﹤0.01%
2,500
+2,000
2079
$10K ﹤0.01%
355
2080
$10K ﹤0.01%
201
-183
2081
$10K ﹤0.01%
87
+65
2082
$10K ﹤0.01%
140
+32
2083
$10K ﹤0.01%
200
2084
$10K ﹤0.01%
217
+11
2085
$10K ﹤0.01%
120
2086
$10K ﹤0.01%
+45
2087
$10K ﹤0.01%
84
+48
2088
$10K ﹤0.01%
210
-537
2089
$10K ﹤0.01%
1,383
+500
2090
$10K ﹤0.01%
327
2091
$10K ﹤0.01%
+369
2092
$10K ﹤0.01%
200
-970
2093
$10K ﹤0.01%
287
2094
$10K ﹤0.01%
27
2095
$10K ﹤0.01%
124
-1
2096
$10K ﹤0.01%
456
2097
$10K ﹤0.01%
+685
2098
$10K ﹤0.01%
130
2099
$10K ﹤0.01%
500
2100
$10K ﹤0.01%
+23
82 83
84
85 86