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
476
$629K 0.01%
+15,280
477
$629K 0.01%
+26,377
478
$625K 0.01%
7,883
+154
479
$619K 0.01%
11,875
-552
480
$617K 0.01%
7,582
+3,011
481
$616K 0.01%
1,382
+863
482
$613K 0.01%
5,379
+901
483
$612K 0.01%
23,175
+19,400
484
$611K 0.01%
2,466
-1,087
485
$609K 0.01%
9,900
+455
486
$609K 0.01%
9,870
-3,383
487
$605K 0.01%
4,460
+570
488
$605K 0.01%
9,863
+2,554
489
$602K 0.01%
5,663
-337
490
$599K 0.01%
2,506
+360
491
$594K 0.01%
13,986
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492
$593K 0.01%
19,480
+6,657
493
$592K 0.01%
23,651
-538
494
$590K 0.01%
14,244
+2,760
495
$590K 0.01%
1,644
+229
496
$589K 0.01%
2,661
+24
497
$585K 0.01%
2,220
-196
498
$583K 0.01%
19,175
-63,144
499
$576K 0.01%
19,359
-2,626
500
$575K 0.01%
35,092
+1,375
18 19
20
21 22