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
801
$238K ﹤0.01%
11,040
-2,432
802
$238K ﹤0.01%
3,923
-3
803
$237K ﹤0.01%
1,151
-39
804
$237K ﹤0.01%
1,372
-35
805
$237K ﹤0.01%
6,500
+450
806
$237K ﹤0.01%
7,543
+4,700
807
$237K ﹤0.01%
9,110
-506
808
$237K ﹤0.01%
2,150
+615
809
$237K ﹤0.01%
1,191
+2
810
$237K ﹤0.01%
1,954
-8,278
811
$236K ﹤0.01%
5,186
812
$236K ﹤0.01%
2,019
-3
813
$236K ﹤0.01%
2,892
+1,326
814
$235K ﹤0.01%
798
+144
815
$235K ﹤0.01%
6,162
816
$233K ﹤0.01%
7,840
817
$233K ﹤0.01%
94,744
+57,705
818
$233K ﹤0.01%
+4,495
819
$233K ﹤0.01%
8,937
+1,123
820
$232K ﹤0.01%
4,408
-2,144
821
$232K ﹤0.01%
381
+35
822
$232K ﹤0.01%
3,858
+370
823
$232K ﹤0.01%
3,254
+154
824
$231K ﹤0.01%
4,097
-341
825
$231K ﹤0.01%
1,413
+171
31 32
33
34 35