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
601
$409K 0.01%
7,968
-988
602
$408K 0.01%
16,835
+319
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$408K 0.01%
3,651
-157
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6,787
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607
$401K 0.01%
6,701
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608
$401K 0.01%
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609
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610
$397K 0.01%
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611
$397K 0.01%
84,340
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612
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7,396
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613
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7,280
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614
$394K 0.01%
5,142
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615
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12,599
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13,077
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31,319
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4,282
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623
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2,226
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624
$385K 0.01%
6,427
-3,055
625
$384K 0.01%
10,164
-798
23 24
25
26 27