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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
2926
$1K ﹤0.01%
133
2927
$1K ﹤0.01%
124
2928
$1K ﹤0.01%
2
2929
$1K ﹤0.01%
5
-41
2930
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80
-1
2931
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28
2932
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+7
2933
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+45
2934
$1K ﹤0.01%
25
2935
$1K ﹤0.01%
10
2936
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2937
$1K ﹤0.01%
2
2938
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2939
$1K ﹤0.01%
5
2940
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+5
2941
$1K ﹤0.01%
40
2942
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2943
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1
2944
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22
2945
$1K ﹤0.01%
4
-18
2946
$1K ﹤0.01%
+13
2947
$1K ﹤0.01%
40
2948
$1K ﹤0.01%
+10
2949
$1K ﹤0.01%
31
-3,639
2950
$1K ﹤0.01%
50
116 117
118
119 120