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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
2651
$2K ﹤0.01%
+206
2652
$2K ﹤0.01%
170
2653
$2K ﹤0.01%
7
2654
$2K ﹤0.01%
150
2655
$2K ﹤0.01%
+23
2656
$2K ﹤0.01%
53
2657
$2K ﹤0.01%
100
2658
$2K ﹤0.01%
4
2659
$2K ﹤0.01%
65
2660
$2K ﹤0.01%
332
+166
2661
$2K ﹤0.01%
+34
2662
$2K ﹤0.01%
97
2663
$2K ﹤0.01%
27
2664
$2K ﹤0.01%
+100
2665
$2K ﹤0.01%
86
2666
$2K ﹤0.01%
69
2667
$2K ﹤0.01%
150
-50
2668
$2K ﹤0.01%
1
2669
$2K ﹤0.01%
+8
2670
$2K ﹤0.01%
56
2671
$2K ﹤0.01%
650
2672
$2K ﹤0.01%
149
2673
$2K ﹤0.01%
13
2674
$2K ﹤0.01%
7
2675
$2K ﹤0.01%
+63
105 106
107
108 109