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
2376
$5K ﹤0.01%
53
-90
2377
$5K ﹤0.01%
121
2378
$5K ﹤0.01%
52
2379
$5K ﹤0.01%
35
+2
2380
$5K ﹤0.01%
300
-2,280
2381
$5K ﹤0.01%
+405
2382
$5K ﹤0.01%
+500
2383
$5K ﹤0.01%
105
2384
$5K ﹤0.01%
160
+159
2385
$4K ﹤0.01%
51
-944
2386
$4K ﹤0.01%
29
2387
$4K ﹤0.01%
61
2388
$4K ﹤0.01%
35
+25
2389
$4K ﹤0.01%
75
2390
$4K ﹤0.01%
89
+55
2391
$4K ﹤0.01%
39
+1
2392
$4K ﹤0.01%
+400
2393
$4K ﹤0.01%
66
-2
2394
$4K ﹤0.01%
181
2395
$4K ﹤0.01%
100
2396
$4K ﹤0.01%
49
2397
$4K ﹤0.01%
140
2398
$4K ﹤0.01%
52
2399
$4K ﹤0.01%
59
2400
$4K ﹤0.01%
7
94 95
96
97 98