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
651
$360K 0.01%
1,820
-40
652
$360K 0.01%
1,026
-60
653
$359K 0.01%
1,522
+561
654
$359K 0.01%
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$358K 0.01%
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656
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213
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657
$352K 0.01%
16,420
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658
$343K 0.01%
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659
$342K 0.01%
9,306
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660
$341K 0.01%
28,523
-10,597
661
$340K 0.01%
5,452
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662
$340K 0.01%
1,010
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663
$337K 0.01%
4,803
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664
$337K 0.01%
4,142
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665
$337K 0.01%
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668
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3,883
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669
$332K 0.01%
9,134
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670
$330K 0.01%
1,153
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671
$330K 0.01%
15,976
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672
$330K 0.01%
5,516
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673
$329K 0.01%
3,140
-770
674
$328K 0.01%
5,312
+70
675
$328K 0.01%
10,921
-887
25 26
27
28 29