IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
9,849
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$17.7M
3
+$13.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.2M

Top Sells

1
+$18.9M
2
+$15.6M
3
+$10.5M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$6.7M
5
BBWI icon
Bath & Body Works
BBWI
+$6.29M

Sector Composition

1 Technology 3.91%
2 Financials 2.22%
3 Consumer Discretionary 2.04%
4 Healthcare 1.72%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.08M 0.04%
19,734
+548
227
$2.07M 0.04%
34,087
-9
228
$2.04M 0.04%
42,890
+6,454
229
$2.03M 0.04%
121,176
+5,523
230
$2.02M 0.04%
11,057
+470
231
$2.01M 0.04%
16,333
+4,238
232
$1.99M 0.04%
8,342
+481
233
$1.99M 0.04%
17,882
+5,450
234
$1.99M 0.04%
102,284
+5,088
235
$1.99M 0.04%
16,045
+6
236
$1.98M 0.04%
20,931
+4,267
237
$1.98M 0.04%
74,537
-19,043
238
$1.97M 0.04%
6,718
+90
239
$1.97M 0.04%
88,501
+1,284
240
$1.96M 0.04%
4,896
+247
241
$1.96M 0.04%
27,392
-34,554
242
$1.94M 0.04%
2,422
+139
243
$1.92M 0.04%
58,908
-11,756
244
$1.91M 0.04%
9,553
+1,555
245
$1.9M 0.04%
9,086
+359
246
$1.89M 0.04%
34,892
+7,542
247
$1.88M 0.04%
+24,921
248
$1.87M 0.04%
21,469
+2,804
249
$1.85M 0.04%
32,584
+5,788
250
$1.83M 0.04%
28,455
+1,139
8 9
10
11 12