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
5476
– –
0
5477
– –
0
5478
– –
0
5479
– –
0
5480
– –
-8,000
5481
– –
0
5482
– –
0
5483
– –
0
5484
– –
0
5485
– –
0
5486
– –
0
5487
– –
0
5488
– –
0
5489
– –
0
5490
– –
0
5491
– –
0
5492
– –
-1
5493
– –
0
5494
– –
0
5495
– –
0
5496
– –
0
5497
– –
0
5498
– –
0
5499
– –
0
5500
– –
0
218 219
220
221 222