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
976
$166K ﹤0.01%
1,560
-17,314
977
$166K ﹤0.01%
3,368
-322,111
978
$166K ﹤0.01%
+6,138
979
$165K ﹤0.01%
3,300
980
$164K ﹤0.01%
1,935
-1,190
981
$163K ﹤0.01%
409
+52
982
$162K ﹤0.01%
3,775
-1,015
983
$162K ﹤0.01%
1,070
+17
984
$162K ﹤0.01%
1,045
+212
985
$162K ﹤0.01%
3,272
+3,216
986
$162K ﹤0.01%
5,929
987
$160K ﹤0.01%
1,889
988
$160K ﹤0.01%
2,718
+72
989
$160K ﹤0.01%
1,995
-23
990
$160K ﹤0.01%
4,262
+43
991
$160K ﹤0.01%
1,431
-529
992
$160K ﹤0.01%
4,547
+3,391
993
$159K ﹤0.01%
2,200
-3
994
$159K ﹤0.01%
490
+68
995
$159K ﹤0.01%
6,329
+797
996
$159K ﹤0.01%
4,046
+50
997
$158K ﹤0.01%
+2,426
998
$157K ﹤0.01%
3,190
-133
999
$157K ﹤0.01%
3,580
+74
1000
$157K ﹤0.01%
7,401
-218
38 39
40
41 42