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
2301
$6K ﹤0.01%
20
+1
2302
$6K ﹤0.01%
184
-225
2303
$6K ﹤0.01%
105
-786
2304
$6K ﹤0.01%
170
2305
$6K ﹤0.01%
160
-16
2306
$6K ﹤0.01%
600
2307
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68
2308
$6K ﹤0.01%
276
-9
2309
$6K ﹤0.01%
123
2310
$6K ﹤0.01%
150
+100
2311
$6K ﹤0.01%
+100
2312
$6K ﹤0.01%
28
-228
2313
$6K ﹤0.01%
+900
2314
$6K ﹤0.01%
+738
2315
$6K ﹤0.01%
1,452
2316
$6K ﹤0.01%
800
2317
– –
0
2318
$5K ﹤0.01%
+51
2319
$5K ﹤0.01%
111
-144
2320
$5K ﹤0.01%
100
2321
$5K ﹤0.01%
139
2322
$5K ﹤0.01%
55
-31
2323
$5K ﹤0.01%
249
2324
$5K ﹤0.01%
279
2325
$5K ﹤0.01%
200
-30
91 92
93
94 95