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
2176
$8K ﹤0.01%
184
2177
$8K ﹤0.01%
48
-9
2178
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150
2179
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400
+100
2180
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276
2181
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382
2182
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80
2183
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2184
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2185
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125
2186
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107
-2,200
2187
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237
2188
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169
2189
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54
-12
2190
$8K ﹤0.01%
552
2191
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105
2192
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121
+21
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300
-75
2194
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2195
$7K ﹤0.01%
538
-8,284
2196
$7K ﹤0.01%
+500
2197
$7K ﹤0.01%
110
2198
$7K ﹤0.01%
300
2199
$7K ﹤0.01%
15
-37
2200
$7K ﹤0.01%
127
+3
86 87
88
89 90