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
876
$200K ﹤0.01%
+7,700
877
$200K ﹤0.01%
1,961
+4
878
$199K ﹤0.01%
2,518
-982
879
$199K ﹤0.01%
13,426
+4,205
880
$199K ﹤0.01%
+2,522
881
$199K ﹤0.01%
4,056
+391
882
$197K ﹤0.01%
8,814
+857
883
$197K ﹤0.01%
1,800
+136
884
$197K ﹤0.01%
1,066
-169
885
$196K ﹤0.01%
8,130
+1,600
886
$195K ﹤0.01%
1,673
+25
887
$195K ﹤0.01%
3,416
888
$195K ﹤0.01%
6,544
-13,050
889
$195K ﹤0.01%
4,382
+1,446
890
$194K ﹤0.01%
1,265
+388
891
$194K ﹤0.01%
4,068
+140
892
$194K ﹤0.01%
7,270
-4,941
893
$193K ﹤0.01%
5,366
894
$193K ﹤0.01%
1,500
-3,662
895
$192K ﹤0.01%
4,395
+250
896
$192K ﹤0.01%
4,240
+678
897
$192K ﹤0.01%
642
-8
898
$192K ﹤0.01%
4,805
+652
899
$191K ﹤0.01%
2,832
+169
900
$190K ﹤0.01%
3,419
+129
34 35
36
37 38