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
901
$189K ﹤0.01%
1,380
902
$189K ﹤0.01%
1,992
+299
903
$189K ﹤0.01%
5,230
+45
904
$188K ﹤0.01%
7,591
-147
905
$188K ﹤0.01%
4,902
906
$188K ﹤0.01%
648
-3,292
907
$188K ﹤0.01%
5,780
+4,922
908
$187K ﹤0.01%
3,092
-605
909
$187K ﹤0.01%
1,683
+698
910
$187K ﹤0.01%
+7,106
911
$187K ﹤0.01%
3,912
-10,008
912
$186K ﹤0.01%
691
+212
913
$186K ﹤0.01%
4,032
+1,969
914
$185K ﹤0.01%
697
-154
915
$185K ﹤0.01%
1,351
-354
916
$185K ﹤0.01%
2,636
-314
917
$185K ﹤0.01%
2,252
-29,848
918
$185K ﹤0.01%
876
+25
919
$184K ﹤0.01%
1,524
+103
920
$184K ﹤0.01%
6,413
921
$184K ﹤0.01%
1,444
-21
922
$184K ﹤0.01%
3,020
+1,493
923
$183K ﹤0.01%
3,519
+1,318
924
$183K ﹤0.01%
19,560
-2
925
$183K ﹤0.01%
4,759
-4,410
35 36
37
38 39