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
2101
$10K ﹤0.01%
145
2102
$10K ﹤0.01%
350
-15
2103
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+1,000
2104
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+166
2105
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53
2106
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67
2107
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37
-1
2108
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+200
2109
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200
-108
2110
$10K ﹤0.01%
2
2111
$10K ﹤0.01%
5,000
2112
$10K ﹤0.01%
251
+4
2113
$10K ﹤0.01%
1,000
2114
$10K ﹤0.01%
+1,225
2115
$9K ﹤0.01%
500
2116
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238
+1
2117
$9K ﹤0.01%
67
-1
2118
$9K ﹤0.01%
90
-10
2119
$9K ﹤0.01%
80
2120
$9K ﹤0.01%
500
2121
$9K ﹤0.01%
230
2122
$9K ﹤0.01%
80
2123
$9K ﹤0.01%
+110
2124
$9K ﹤0.01%
49
-6,425
2125
$9K ﹤0.01%
106
83 84
85
86 87