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
526
$526K 0.01%
12,718
527
$526K 0.01%
6,124
+4,556
528
$526K 0.01%
1,528
+203
529
$525K 0.01%
9,357
+1,904
530
$518K 0.01%
2,034
-321
531
$517K 0.01%
17,595
+210
532
$513K 0.01%
15,199
533
$513K 0.01%
4,223
+2,169
534
$507K 0.01%
6,389
+6,183
535
$506K 0.01%
13,514
-465
536
$503K 0.01%
+5,760
537
$500K 0.01%
21,832
-327
538
$500K 0.01%
3,633
+336
539
$499K 0.01%
1,221
+7
540
$499K 0.01%
4,731
-2,865
541
$494K 0.01%
19,012
+9,603
542
$493K 0.01%
9,032
+5,276
543
$487K 0.01%
1,243
+150
544
$487K 0.01%
16,356
+10,125
545
$484K 0.01%
6,042
-628
546
$484K 0.01%
15,696
+5,640
547
$482K 0.01%
6,702
+758
548
$481K 0.01%
11,330
-3,210
549
$481K 0.01%
6,278
-428
550
$481K 0.01%
41,840
-7,033
20 21
22
23 24