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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
2851
$1K ﹤0.01%
+15
2852
$1K ﹤0.01%
1
2853
$1K ﹤0.01%
1
-1
2854
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+3
2855
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4
2856
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21
2857
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+10
2858
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5
2859
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+18
2860
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100
-550
2861
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16
-1
2862
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32
2863
$1K ﹤0.01%
20
2864
– –
0
2865
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7
2866
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2867
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26
-212
2868
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2869
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2870
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18
2871
$1K ﹤0.01%
5
2872
$1K ﹤0.01%
+50
2873
$1K ﹤0.01%
33
2874
$1K ﹤0.01%
223
2875
$1K ﹤0.01%
13
113 114
115
116 117