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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
2901
$1K ﹤0.01%
26
2902
$1K ﹤0.01%
5
-96
2903
$1K ﹤0.01%
+25
2904
$1K ﹤0.01%
6
2905
$1K ﹤0.01%
51
2906
$1K ﹤0.01%
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2907
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2908
$1K ﹤0.01%
26
2909
$1K ﹤0.01%
200
2910
$1K ﹤0.01%
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2911
$1K ﹤0.01%
13
-123
2912
$1K ﹤0.01%
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2913
$1K ﹤0.01%
+47
2914
$1K ﹤0.01%
1
-10
2915
$1K ﹤0.01%
2
2916
$1K ﹤0.01%
3
-369
2917
$1K ﹤0.01%
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2918
$1K ﹤0.01%
31
2919
$1K ﹤0.01%
+73
2920
$1K ﹤0.01%
2
-600
2921
$1K ﹤0.01%
14
-560
2922
$1K ﹤0.01%
12
2923
$1K ﹤0.01%
12
2924
$1K ﹤0.01%
+49
2925
$1K ﹤0.01%
40
115 116
117
118 119