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
701
$306K 0.01%
7,020
702
$305K 0.01%
1,514
+243
703
$305K 0.01%
1,540
+1,291
704
$305K 0.01%
10,492
+1,092
705
$304K 0.01%
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-328
706
$303K 0.01%
5,556
-175
707
$303K 0.01%
11,111
+3,634
708
$302K 0.01%
14,405
+5,460
709
$302K 0.01%
8,227
+3,369
710
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11,782
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711
$299K 0.01%
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712
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3,371
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713
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8,576
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714
$297K 0.01%
788
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715
$297K 0.01%
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716
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719
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720
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1,665
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721
$292K 0.01%
10,160
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722
$292K 0.01%
11,712
723
$292K 0.01%
1,486
-457
724
$291K 0.01%
3,141
+572
725
$289K 0.01%
1,928
+165
27 28
29
30 31