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
926
$183K ﹤0.01%
3,175
-400
927
$183K ﹤0.01%
3,829
-2,599
928
$182K ﹤0.01%
4,677
+4,062
929
$181K ﹤0.01%
453
+110
930
$180K ﹤0.01%
1,783
+196
931
$180K ﹤0.01%
3,745
+1,293
932
$179K ﹤0.01%
5,069
+3,325
933
$179K ﹤0.01%
2,491
934
$179K ﹤0.01%
3,306
-103
935
$179K ﹤0.01%
1,254
+234
936
$179K ﹤0.01%
5,380
+356
937
$179K ﹤0.01%
3,164
-1,566
938
$177K ﹤0.01%
747
-7
939
$177K ﹤0.01%
493
-4
940
$176K ﹤0.01%
2,524
+200
941
$176K ﹤0.01%
6,729
-1,934
942
$175K ﹤0.01%
6,118
943
$175K ﹤0.01%
2,283
+120
944
$175K ﹤0.01%
1,846
-33
945
$175K ﹤0.01%
2,400
+583
946
$174K ﹤0.01%
2,982
+825
947
$174K ﹤0.01%
2,026
-987
948
$174K ﹤0.01%
5,419
-8,611
949
$174K ﹤0.01%
+8,710
950
$173K ﹤0.01%
1,976
-35
36 37
38
39 40