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
1001
$156K ﹤0.01%
490
+165
1002
$156K ﹤0.01%
457
-1,994
1003
$156K ﹤0.01%
914
-1
1004
$155K ﹤0.01%
1,211
-639
1005
$155K ﹤0.01%
6,529
-223
1006
$155K ﹤0.01%
1,366
1007
$154K ﹤0.01%
7,013
+515
1008
$154K ﹤0.01%
27,412
+5,000
1009
$154K ﹤0.01%
1,889
-81
1010
$154K ﹤0.01%
2,196
-17
1011
$154K ﹤0.01%
4,200
+322
1012
$154K ﹤0.01%
291
-30
1013
$152K ﹤0.01%
4,904
-4,480
1014
$152K ﹤0.01%
5,334
1015
$150K ﹤0.01%
4,616
1016
$150K ﹤0.01%
1,582
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1017
$150K ﹤0.01%
2,413
-629
1018
$150K ﹤0.01%
3,047
-262
1019
$150K ﹤0.01%
474
-36
1020
$149K ﹤0.01%
2,402
-372
1021
$148K ﹤0.01%
2,500
+275
1022
$148K ﹤0.01%
2,415
+685
1023
$148K ﹤0.01%
7,260
+273
1024
$148K ﹤0.01%
336
+40
1025
$148K ﹤0.01%
886
+488
39 40
41
42 43