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
2251
$7K ﹤0.01%
+500
2252
$7K ﹤0.01%
1,000
2253
$7K ﹤0.01%
125
2254
$7K ﹤0.01%
135
-7
2255
$6K ﹤0.01%
113
+11
2256
$6K ﹤0.01%
83
-665
2257
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22
2258
$6K ﹤0.01%
780
2259
$6K ﹤0.01%
210
2260
$6K ﹤0.01%
25
-355
2261
$6K ﹤0.01%
115
2262
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68
2263
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51
+1
2264
$6K ﹤0.01%
45
-787
2265
$6K ﹤0.01%
127
+5
2266
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248
2267
$6K ﹤0.01%
182
-2
2268
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100
2269
$6K ﹤0.01%
223
-885
2270
$6K ﹤0.01%
68
2271
$6K ﹤0.01%
27
-1
2272
$6K ﹤0.01%
284
+100
2273
$6K ﹤0.01%
181
+175
2274
$6K ﹤0.01%
800
2275
$6K ﹤0.01%
159
89 90
91
92 93