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
401
$846K 0.02%
13,926
+1,938
402
$840K 0.02%
10,422
+1,375
403
$833K 0.02%
4,946
+557
404
$833K 0.02%
5,184
-442
405
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8,025
-3,360
406
$823K 0.02%
10,986
+8,863
407
$820K 0.02%
13,050
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408
$819K 0.02%
10,765
+8
409
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7,318
+1,441
410
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7,879
+4,543
411
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19,318
+1,884
412
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25,072
+14,670
413
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7,951
-167
414
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415
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16,868
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416
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417
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11,213
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418
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5,382
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419
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12,529
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420
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18,690
-2,240
421
$780K 0.02%
11,831
-560
422
$777K 0.02%
4,578
+186
423
$775K 0.02%
11,008
-567
424
$775K 0.02%
11,012
-1,003
425
$772K 0.02%
6,029
-255
15 16
17
18 19