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
2526
$3K ﹤0.01%
12
2527
$3K ﹤0.01%
52
2528
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100
-516
2529
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250
2530
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2531
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115
2532
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42
-4,560
2533
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26
2534
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13
2535
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62
2536
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200
+150
2537
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48
-3,691
2538
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2539
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157
2540
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3
2541
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2542
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2543
– –
0
2544
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2545
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300
-1,101
2546
$3K ﹤0.01%
150
2547
$3K ﹤0.01%
+300
2548
$3K ﹤0.01%
+208
2549
$3K ﹤0.01%
19
2550
$3K ﹤0.01%
7
-4
100 101
102
103 104