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
951
$173K ﹤0.01%
7,225
+2,365
952
$173K ﹤0.01%
10,056
+42
953
$172K ﹤0.01%
5,492
+3,824
954
$172K ﹤0.01%
8,289
+823
955
$171K ﹤0.01%
2,764
-53
956
$171K ﹤0.01%
2,065
+1,307
957
$171K ﹤0.01%
2,068
958
$170K ﹤0.01%
3,487
959
$170K ﹤0.01%
2,158
+599
960
$170K ﹤0.01%
9,529
-1,749
961
$170K ﹤0.01%
6,931
+6,930
962
$170K ﹤0.01%
13,000
+9,750
963
$169K ﹤0.01%
443
+139
964
$169K ﹤0.01%
6,348
+3,887
965
$169K ﹤0.01%
+2,221
966
$169K ﹤0.01%
3,906
-2,235
967
$169K ﹤0.01%
3,840
+1,400
968
$168K ﹤0.01%
1,337
+91
969
$168K ﹤0.01%
2,329
-1,467
970
$167K ﹤0.01%
5,866
-4,949
971
$167K ﹤0.01%
7,607
-4,026
972
$167K ﹤0.01%
710
+193
973
$167K ﹤0.01%
2,861
-109
974
$166K ﹤0.01%
630
+45
975
$166K ﹤0.01%
2,585
+22
37 38
39
40 41