We are live on ! Find out more
IA

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
2826
$1K ﹤0.01%
45
2827
$1K ﹤0.01%
+200
2828
$1K ﹤0.01%
3
2829
$1K ﹤0.01%
+14
2830
$1K ﹤0.01%
100
-66
2831
$1K ﹤0.01%
6
2832
$1K ﹤0.01%
18
2833
$1K ﹤0.01%
20
2834
$1K ﹤0.01%
1
2835
$1K ﹤0.01%
80
2836
$1K ﹤0.01%
35
2837
$1K ﹤0.01%
245
2838
$1K ﹤0.01%
314
2839
$1K ﹤0.01%
+50
2840
$1K ﹤0.01%
100
2841
$1K ﹤0.01%
18
-755
2842
– –
-1
2843
$1K ﹤0.01%
15
2844
$1K ﹤0.01%
26
2845
$1K ﹤0.01%
29
2846
$1K ﹤0.01%
6
+5
2847
$1K ﹤0.01%
152
+50
2848
$1K ﹤0.01%
12
2849
$1K ﹤0.01%
262
2850
$1K ﹤0.01%
9
112 113
114
115 116