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
2151
$9K ﹤0.01%
50
2152
$9K ﹤0.01%
200
2153
$9K ﹤0.01%
500
-350
2154
$9K ﹤0.01%
209
+200
2155
$9K ﹤0.01%
64
+5
2156
$9K ﹤0.01%
108
-1,960
2157
$9K ﹤0.01%
550
+300
2158
$9K ﹤0.01%
200,000
2159
$8K ﹤0.01%
175
2160
$8K ﹤0.01%
19
+15
2161
$8K ﹤0.01%
646
2162
$8K ﹤0.01%
315
2163
$8K ﹤0.01%
112
2164
$8K ﹤0.01%
614
-800
2165
$8K ﹤0.01%
127
+7
2166
$8K ﹤0.01%
99
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2167
$8K ﹤0.01%
40
+39
2168
$8K ﹤0.01%
121
+50
2169
$8K ﹤0.01%
156
+24
2170
$8K ﹤0.01%
350
+150
2171
$8K ﹤0.01%
418
-900
2172
$8K ﹤0.01%
403
-368
2173
$8K ﹤0.01%
210
2174
$8K ﹤0.01%
150
2175
$8K ﹤0.01%
326
85 86
87
88 89