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
2551
$3K ﹤0.01%
+400
2552
$3K ﹤0.01%
78
2553
$3K ﹤0.01%
65
2554
$3K ﹤0.01%
+300
2555
$3K ﹤0.01%
15
+7
2556
$3K ﹤0.01%
35
2557
$3K ﹤0.01%
108
+56
2558
$3K ﹤0.01%
+150
2559
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150
-402
2560
$3K ﹤0.01%
61
-7
2561
$2K ﹤0.01%
+16
2562
– –
0
2563
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+8
2564
$2K ﹤0.01%
+14
2565
$2K ﹤0.01%
3
2566
$2K ﹤0.01%
96
-1,350
2567
$2K ﹤0.01%
303
2568
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33
2569
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44
-5
2570
$2K ﹤0.01%
100
2571
$2K ﹤0.01%
40
-13
2572
$2K ﹤0.01%
95
2573
$2K ﹤0.01%
35
+10
2574
$2K ﹤0.01%
60
-607
2575
$2K ﹤0.01%
2
101 102
103
104 105