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
201
$2.35M 0.05%
45,378
+2,022
202
$2.35M 0.05%
48,393
+2,010
203
$2.35M 0.05%
50,550
+9,660
204
$2.33M 0.05%
6,892
+3,679
205
$2.3M 0.05%
75,257
+9,562
206
$2.28M 0.05%
17,777
+7,805
207
$2.27M 0.05%
30,068
+5,072
208
$2.25M 0.05%
20,356
+13,822
209
$2.24M 0.04%
22,958
+3,663
210
$2.24M 0.04%
37,793
+10,546
211
$2.19M 0.04%
98,712
+6,012
212
$2.19M 0.04%
9,994
-748
213
$2.19M 0.04%
11,375
+2,195
214
$2.17M 0.04%
9,162
+41
215
$2.16M 0.04%
85,068
+12,363
216
$2.16M 0.04%
18,311
+2,990
217
$2.15M 0.04%
38,601
+4,987
218
$2.15M 0.04%
21,682
-29
219
$2.15M 0.04%
20,077
+5,985
220
$2.14M 0.04%
11,753
+2,320
221
$2.13M 0.04%
25,335
+8,571
222
$2.12M 0.04%
27,362
-1,661
223
$2.12M 0.04%
32,147
+5,940
224
$2.1M 0.04%
41,143
-4,703
225
$2.09M 0.04%
74,529
-4,090
7 8
9
10 11