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
851
$215K ﹤0.01%
3,540
+814
852
$214K ﹤0.01%
2,268
+1,285
853
$213K ﹤0.01%
8,114
+460
854
$213K ﹤0.01%
1,164
+154
855
$213K ﹤0.01%
2,576
-455
856
$212K ﹤0.01%
1,245
857
$211K ﹤0.01%
1,739
+23
858
$211K ﹤0.01%
5,130
+1,200
859
$211K ﹤0.01%
2,517
-63
860
$211K ﹤0.01%
3,753
+522
861
$209K ﹤0.01%
2,610
+2,500
862
$209K ﹤0.01%
3,810
-2,120
863
$209K ﹤0.01%
6,490
864
$206K ﹤0.01%
9,002
-606
865
$205K ﹤0.01%
1,983
-9
866
$204K ﹤0.01%
3,696
+272
867
$204K ﹤0.01%
6,648
868
$203K ﹤0.01%
2,807
-36
869
$203K ﹤0.01%
11,462
-3,353
870
$202K ﹤0.01%
3,606
+1
871
$202K ﹤0.01%
173
+91
872
$201K ﹤0.01%
4,014
-58
873
$201K ﹤0.01%
3,991
874
$201K ﹤0.01%
1,836
-399
875
$201K ﹤0.01%
2,546
+72
33 34
35
36 37