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
2126
$9K ﹤0.01%
500
-67
2127
$9K ﹤0.01%
238
2128
$9K ﹤0.01%
105
2129
$9K ﹤0.01%
199
2130
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329
2131
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135
-15
2132
$9K ﹤0.01%
644
-106
2133
$9K ﹤0.01%
200
-486
2134
$9K ﹤0.01%
55
-70
2135
$9K ﹤0.01%
300
2136
$9K ﹤0.01%
+100
2137
$9K ﹤0.01%
27
+3
2138
$9K ﹤0.01%
213
2139
$9K ﹤0.01%
206
-10
2140
$9K ﹤0.01%
227
2141
$9K ﹤0.01%
1,231
2142
$9K ﹤0.01%
150
2143
$9K ﹤0.01%
200
-391
2144
$9K ﹤0.01%
249
+71
2145
$9K ﹤0.01%
700
2146
$9K ﹤0.01%
300
+225
2147
$9K ﹤0.01%
3,000
2148
$9K ﹤0.01%
6,660
2149
$9K ﹤0.01%
220
-1,002
2150
$9K ﹤0.01%
1,600
84 85
86
87 88