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
2201
$7K ﹤0.01%
300
2202
$7K ﹤0.01%
537
-1,142
2203
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281
2204
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100
2205
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500
2206
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375
2207
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200
2208
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177
-3
2209
$7K ﹤0.01%
500
2210
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443
2211
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80
2212
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102
2213
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80
-1,013
2214
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253
2215
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90
2216
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+33
2217
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80
2218
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2219
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453
2220
$7K ﹤0.01%
+554
2221
$7K ﹤0.01%
1,600
2222
$7K ﹤0.01%
17
2223
$7K ﹤0.01%
80
2224
$7K ﹤0.01%
+200
2225
$7K ﹤0.01%
233
+166
87 88
89
90 91