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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
2801
– –
0
2802
$1K ﹤0.01%
10
2803
$1K ﹤0.01%
19
2804
$1K ﹤0.01%
2
2805
$1K ﹤0.01%
14
2806
$1K ﹤0.01%
+34
2807
$1K ﹤0.01%
100
2808
$1K ﹤0.01%
100
2809
$1K ﹤0.01%
950
2810
$1K ﹤0.01%
59
2811
$1K ﹤0.01%
12
2812
$1K ﹤0.01%
200
2813
$1K ﹤0.01%
10
2814
$1K ﹤0.01%
666
2815
$1K ﹤0.01%
+56
2816
$1K ﹤0.01%
3
2817
$1K ﹤0.01%
60
-100
2818
$1K ﹤0.01%
+42
2819
$1K ﹤0.01%
10
2820
$1K ﹤0.01%
1,000
2821
$1K ﹤0.01%
3
2822
$1K ﹤0.01%
80
2823
$1K ﹤0.01%
300
2824
$1K ﹤0.01%
1
2825
$1K ﹤0.01%
220
111 112
113
114 115