IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
9,847
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
1
$55.1M 1.1%
389,200
-10,848
2
$52.8M 1.06%
147,443
+48,012
3
$49.9M 1%
116,188
+14,549
4
$25.5M 0.51%
155,320
+13,720
5
$24.5M 0.49%
329,932
+123,289
6
$24.3M 0.49%
86,024
+5,823
7
$22.5M 0.45%
288,257
-21,191
8
$22.1M 0.44%
606,850
+44,966
9
$21.7M 0.43%
55,109
+5,368
10
$21.4M 0.43%
160,720
-2,680
11
$21.4M 0.43%
49,675
+20,756
12
$20.5M 0.41%
177,954
+117,246
13
$19.1M 0.38%
131,923
+131,192
14
$17.6M 0.35%
731,358
+135,002
15
$17.4M 0.35%
344,696
+44,964
16
$16.8M 0.34%
678,168
+97,929
17
$15.4M 0.31%
286,266
+118,243
18
$15M 0.3%
100,545
-4,157
19
$15M 0.3%
54,770
+5,762
20
$14.4M 0.29%
108,021
+5,759
21
$14.1M 0.28%
83,024
+1,419
22
$14.1M 0.28%
64,191
-85,189
23
$13.7M 0.27%
489,230
-43,990
24
$13.7M 0.27%
213,203
+53,677
25
$13.5M 0.27%
82,744
+7,769
1
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