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
1026
$147K ﹤0.01%
492
+194
1027
$147K ﹤0.01%
2,343
+18
1028
$146K ﹤0.01%
11,991
+3,532
1029
$145K ﹤0.01%
2,714
-6,771
1030
$145K ﹤0.01%
3,731
+1,271
1031
$145K ﹤0.01%
2,700
+150
1032
$144K ﹤0.01%
2,083
+129
1033
$144K ﹤0.01%
105
-4
1034
$143K ﹤0.01%
2,049
-22
1035
$143K ﹤0.01%
3,454
-32
1036
$143K ﹤0.01%
1,840
+244
1037
$143K ﹤0.01%
7,777
+149
1038
$142K ﹤0.01%
3,338
-62
1039
$142K ﹤0.01%
523
-1,523
1040
$142K ﹤0.01%
1,350
+64
1041
$141K ﹤0.01%
1,266
-12
1042
$141K ﹤0.01%
1,968
+818
1043
$141K ﹤0.01%
7,473
-50
1044
$141K ﹤0.01%
3,749
+220
1045
$141K ﹤0.01%
1,471
-43
1046
$141K ﹤0.01%
1,468
1047
$140K ﹤0.01%
1,043
+2
1048
$140K ﹤0.01%
1,576
+498
1049
$139K ﹤0.01%
165
1050
$137K ﹤0.01%
1,144
+24
40 41
42
43 44