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
676
$327K 0.01%
3,629
-4,879
677
$327K 0.01%
10,260
678
$327K 0.01%
27,385
-39
679
$324K 0.01%
3,388
+48
680
$324K 0.01%
4,190
+56
681
$324K 0.01%
7,996
+293
682
$320K 0.01%
+7,811
683
$319K 0.01%
4,507
+157
684
$319K 0.01%
2,525
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685
$317K 0.01%
9,156
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686
$317K 0.01%
10,613
687
$316K 0.01%
+15,681
688
$316K 0.01%
7,336
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689
$314K 0.01%
+9,328
690
$313K 0.01%
4,072
+12
691
$313K 0.01%
521
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$310K 0.01%
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693
$310K 0.01%
7,436
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694
$309K 0.01%
10,680
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695
$309K 0.01%
6,952
-151,523
696
$309K 0.01%
2,193
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697
$307K 0.01%
9,099
+2,370
698
$306K 0.01%
1,804
+563
699
$306K 0.01%
4,297
+144
700
$306K 0.01%
14,972
+2,336
26 27
28
29 30