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
426
$770K 0.02%
3,250
+1,370
427
$767K 0.02%
30,683
428
$765K 0.02%
3,304
-203
429
$762K 0.02%
26,238
+8,981
430
$757K 0.02%
38,823
+34,019
431
$753K 0.02%
11,669
+574
432
$752K 0.02%
12,196
+65
433
$750K 0.02%
31,694
-1,165
434
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4,509
+617
435
$744K 0.02%
25,820
-1,090
436
$742K 0.02%
14,231
-54,065
437
$740K 0.02%
28,776
+7,338
438
$738K 0.02%
6,148
+4,800
439
$735K 0.01%
1,881
-14
440
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441
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967
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443
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24,830
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444
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7,500
-8,958
445
$714K 0.01%
12,440
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446
$713K 0.01%
13,565
+2,663
447
$703K 0.01%
12,121
+58
448
$698K 0.01%
19,577
-171,912
449
$696K 0.01%
15,581
-16,683
450
$696K 0.01%
12,045
-261
16 17
18
19 20