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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
2951
$1K ﹤0.01%
31
2952
$1K ﹤0.01%
9
2953
– –
0
2954
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36
2955
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35
2956
$1K ﹤0.01%
+10
2957
$1K ﹤0.01%
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2958
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32
2959
$1K ﹤0.01%
400
2960
$1K ﹤0.01%
50
2961
$1K ﹤0.01%
1
2962
$1K ﹤0.01%
+55
2963
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+75
2964
$1K ﹤0.01%
2
+1
2965
$1K ﹤0.01%
37
2966
$1K ﹤0.01%
11
2967
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+20
2968
$1K ﹤0.01%
2
2969
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10
-370
2970
$1K ﹤0.01%
1
2971
– –
0
2972
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2973
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0
2974
– –
0
2975
– –
0
117 118
119
120 121