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
2426
$4K ﹤0.01%
63
2427
$4K ﹤0.01%
400
2428
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31
2429
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99
2430
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57
2431
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+375
2432
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107
2433
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47
-500
2434
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211
2435
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10
+2
2436
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+173
2437
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117
2438
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85
2439
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150
2440
$4K ﹤0.01%
+40
2441
$4K ﹤0.01%
50
+3
2442
$4K ﹤0.01%
+500
2443
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111
+18
2444
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138
-39
2445
$4K ﹤0.01%
142
-512
2446
$4K ﹤0.01%
53
2447
$4K ﹤0.01%
555
2448
$4K ﹤0.01%
370
-25
2449
$4K ﹤0.01%
87
-42
2450
$4K ﹤0.01%
148
+34
96 97
98
99 100