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
351
$1.07M 0.02%
21,270
-1,959
352
$1.07M 0.02%
29,020
+25,250
353
$1.07M 0.02%
28,540
+10,908
354
$1.06M 0.02%
16,354
+3,619
355
$1.05M 0.02%
2,908
+188
356
$1.04M 0.02%
8,995
+508
357
$1.03M 0.02%
+32,935
358
$1.03M 0.02%
13,489
+11,138
359
$1.03M 0.02%
8,694
-83
360
$1.02M 0.02%
32,832
+4,452
361
$1.02M 0.02%
24,975
+660
362
$1.02M 0.02%
16,161
+2,565
363
$1.02M 0.02%
9,247
-6,741
364
$1.01M 0.02%
6,492
+634
365
$1.01M 0.02%
4,605
-32
366
$1.01M 0.02%
4,186
+219
367
$1M 0.02%
7,782
+1,666
368
$999K 0.02%
27,379
-28,437
369
$996K 0.02%
31,434
+2,052
370
$977K 0.02%
14,685
-553
371
$977K 0.02%
29,460
-1,290
372
$972K 0.02%
19,681
+9,225
373
$970K 0.02%
51,266
+4,971
374
$969K 0.02%
29,553
+5,978
375
$963K 0.02%
28,839
+1,667
13 14
15
16 17