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
1051
$137K ﹤0.01%
424
+79
1052
$137K ﹤0.01%
6,680
-4,292
1053
$137K ﹤0.01%
3,955
+1,013
1054
$136K ﹤0.01%
3,158
+310
1055
$136K ﹤0.01%
2,618
+169
1056
$136K ﹤0.01%
1,200
1057
$135K ﹤0.01%
3,379
+2,368
1058
$135K ﹤0.01%
4,620
+327
1059
$135K ﹤0.01%
1,576
+1,001
1060
$135K ﹤0.01%
1,367
+15
1061
$135K ﹤0.01%
12,028
+6,825
1062
$134K ﹤0.01%
1,969
+542
1063
$134K ﹤0.01%
456
+12
1064
$134K ﹤0.01%
11,500
+1,500
1065
$134K ﹤0.01%
2,404
+104
1066
$134K ﹤0.01%
1,360
+485
1067
$133K ﹤0.01%
3,953
1068
$133K ﹤0.01%
3,100
1069
$133K ﹤0.01%
466
+121
1070
$133K ﹤0.01%
5,837
+123
1071
$133K ﹤0.01%
1,166
-11
1072
$132K ﹤0.01%
1,253
+400
1073
$132K ﹤0.01%
6,470
-1,950
1074
$131K ﹤0.01%
620
+234
1075
$131K ﹤0.01%
1,554
+306
41 42
43
44 45