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
751
$268K 0.01%
13,275
+8,124
752
$268K 0.01%
1,883
+610
753
$267K 0.01%
11,037
-2,105
754
$266K 0.01%
1,670
+592
755
$266K 0.01%
2,458
+3
756
$266K 0.01%
2,130
-1,288
757
$265K 0.01%
1,794
+338
758
$264K 0.01%
640
-33
759
$264K 0.01%
2,141
-148
760
$264K 0.01%
3,860
-10,106
761
$264K 0.01%
7,233
+324
762
$264K 0.01%
3,001
+1,939
763
$263K 0.01%
1,081
-179
764
$262K 0.01%
1,365
-45
765
$261K 0.01%
1,122
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766
$260K 0.01%
5,175
767
$259K 0.01%
8,698
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768
$256K 0.01%
1,964
-46
769
$255K 0.01%
4,721
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770
$255K 0.01%
4,182
-1,112
771
$254K 0.01%
6,735
-1,650
772
$252K 0.01%
+28,670
773
$252K 0.01%
6,250
-2,068
774
$252K 0.01%
3,218
+432
775
$252K 0.01%
797
+358
29 30
31
32 33