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
576
$442K 0.01%
2,659
+1,088
577
$441K 0.01%
1,524
-138
578
$439K 0.01%
8,127
-52,963
579
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2,185
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580
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6,701
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581
$431K 0.01%
5,334
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582
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1,651
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583
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17,089
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584
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9,522
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585
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6,579
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586
$424K 0.01%
24,518
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587
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6,454
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588
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2,676
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589
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15,081
595
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3,654
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596
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$414K 0.01%
897
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$413K 0.01%
5,668
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599
$412K 0.01%
6,553
-376
600
$410K 0.01%
9,150
+2,316
22 23
24
25 26