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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
2626
$2K ﹤0.01%
+64
2627
$2K ﹤0.01%
44
+6
2628
$2K ﹤0.01%
+16
2629
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31
2630
– –
0
2631
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2632
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+100
2633
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31
-148
2634
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13
2635
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2636
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2637
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2638
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128
2639
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116
+106
2640
$2K ﹤0.01%
7
2641
$2K ﹤0.01%
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2642
$2K ﹤0.01%
5
-131
2643
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7
+2
2644
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29
2645
$2K ﹤0.01%
52
-495
2646
$2K ﹤0.01%
450
2647
$2K ﹤0.01%
72
2648
$2K ﹤0.01%
100
-200
2649
$2K ﹤0.01%
66
-374
2650
$2K ﹤0.01%
119
104 105
106
107 108