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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
2601
$2K ﹤0.01%
130
2602
$2K ﹤0.01%
53
-18
2603
$2K ﹤0.01%
+18
2604
$2K ﹤0.01%
39
2605
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95
2606
$2K ﹤0.01%
35
+10
2607
$2K ﹤0.01%
60
-607
2608
$2K ﹤0.01%
100
2609
$2K ﹤0.01%
23
-4
2610
$2K ﹤0.01%
301
-9,409
2611
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102
2612
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47
2613
$2K ﹤0.01%
220
-100
2614
$2K ﹤0.01%
2
2615
$2K ﹤0.01%
62
+6
2616
$2K ﹤0.01%
45
+1
2617
$2K ﹤0.01%
100
2618
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63
2619
$2K ﹤0.01%
+15
2620
$2K ﹤0.01%
21
+5
2621
$2K ﹤0.01%
9
+3
2622
$2K ﹤0.01%
42
-4
2623
$2K ﹤0.01%
206
2624
$2K ﹤0.01%
+25
2625
$2K ﹤0.01%
6
103 104
105
106 107