IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
276
$1.6M 0.03%
33,443
+27,613
277
$1.59M 0.03%
1,104
-50
278
$1.58M 0.03%
62,448
+5,916
279
$1.58M 0.03%
7,178
+46
280
$1.57M 0.03%
7,547
-417
281
$1.55M 0.03%
50,459
+11,866
282
$1.54M 0.03%
15,663
-118
283
$1.52M 0.03%
20,446
+11,685
284
$1.51M 0.03%
5,373
+329
285
$1.51M 0.03%
10,679
+909
286
$1.5M 0.03%
24,560
+8,980
287
$1.49M 0.03%
15,267
+4,200
288
$1.49M 0.03%
6,503
+329
289
$1.48M 0.03%
21,226
+12,475
290
$1.46M 0.03%
6,841
+348
291
$1.45M 0.03%
28,807
+1,795
292
$1.44M 0.03%
8,946
-584
293
$1.44M 0.03%
39,017
-2,175
294
$1.43M 0.03%
24,987
+7,702
295
$1.41M 0.03%
24,612
-581
296
$1.41M 0.03%
26,496
+5,939
297
$1.4M 0.03%
10,514
+592
298
$1.38M 0.03%
21,822
+563
299
$1.37M 0.03%
23,432
+682
300
$1.36M 0.03%
18,639
+1,130
10 11
12
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