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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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%
25
-1,345
2552
$3K ﹤0.01%
+400
2553
$3K ﹤0.01%
78
2554
$3K ﹤0.01%
65
2555
$3K ﹤0.01%
+300
2556
$3K ﹤0.01%
150
2557
$3K ﹤0.01%
14
2558
$3K ﹤0.01%
15
+7
2559
$3K ﹤0.01%
35
2560
$3K ﹤0.01%
108
+56
2561
$2K ﹤0.01%
+19
2562
$2K ﹤0.01%
+200
2563
$2K ﹤0.01%
17
2564
$2K ﹤0.01%
110
+100
2565
$2K ﹤0.01%
46
-23,588
2566
$2K ﹤0.01%
18
2567
$2K ﹤0.01%
122
2568
$2K ﹤0.01%
44
-5
2569
$2K ﹤0.01%
100
2570
$2K ﹤0.01%
129
+64
2571
$2K ﹤0.01%
52
+31
2572
– –
0
2573
$2K ﹤0.01%
40
-13
2574
$2K ﹤0.01%
170
2575
$2K ﹤0.01%
+220
101 102
103
104 105