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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
2676
$2K ﹤0.01%
112
2677
$2K ﹤0.01%
34
2678
$2K ﹤0.01%
2
2679
$2K ﹤0.01%
68
2680
$2K ﹤0.01%
595
2681
$2K ﹤0.01%
144
2682
$2K ﹤0.01%
74
2683
$2K ﹤0.01%
40
+32
2684
$2K ﹤0.01%
88
2685
$1K ﹤0.01%
1
2686
– –
0
2687
– –
0
2688
$1K ﹤0.01%
14
2689
$1K ﹤0.01%
18
2690
$1K ﹤0.01%
375
2691
$1K ﹤0.01%
5
2692
$1K ﹤0.01%
250
2693
$1K ﹤0.01%
21
2694
$1K ﹤0.01%
490
2695
$1K ﹤0.01%
10
2696
$1K ﹤0.01%
724
2697
$1K ﹤0.01%
10,000
2698
$1K ﹤0.01%
+5
2699
$1K ﹤0.01%
+70
2700
$1K ﹤0.01%
100
106 107
108
109 110