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
2226
$7K ﹤0.01%
950
-64
2227
$7K ﹤0.01%
92
+26
2228
$7K ﹤0.01%
38
2229
$7K ﹤0.01%
100
-130
2230
$7K ﹤0.01%
106
2231
$7K ﹤0.01%
1,875
+875
2232
$7K ﹤0.01%
150
2233
$7K ﹤0.01%
256
-1,138
2234
$7K ﹤0.01%
154
+92
2235
$7K ﹤0.01%
+171
2236
$7K ﹤0.01%
319
+3
2237
$7K ﹤0.01%
2,200
2238
$7K ﹤0.01%
876
-20,633
2239
$7K ﹤0.01%
414
2240
$7K ﹤0.01%
115
2241
$7K ﹤0.01%
254
2242
$7K ﹤0.01%
327
2243
$7K ﹤0.01%
397
-17
2244
$7K ﹤0.01%
593
+110
2245
$7K ﹤0.01%
40
-4
2246
$7K ﹤0.01%
200
2247
$7K ﹤0.01%
112
2248
$7K ﹤0.01%
87
+2
2249
$7K ﹤0.01%
100
+20
2250
$7K ﹤0.01%
428
88 89
90
91 92