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
1101
$123K ﹤0.01%
4,071
-662
1102
$123K ﹤0.01%
2,346
+335
1103
$122K ﹤0.01%
394
-10
1104
$122K ﹤0.01%
1,279
-45
1105
$121K ﹤0.01%
4,083
+738
1106
$121K ﹤0.01%
4,888
+803
1107
$121K ﹤0.01%
4,257
-91,349
1108
$121K ﹤0.01%
1,001
+901
1109
$120K ﹤0.01%
3,714
-79
1110
$119K ﹤0.01%
2,326
-140
1111
$119K ﹤0.01%
1,692
-271
1112
$119K ﹤0.01%
988
+54
1113
$119K ﹤0.01%
4,291
+3,983
1114
$118K ﹤0.01%
1,063
+3
1115
$118K ﹤0.01%
670
+448
1116
$118K ﹤0.01%
427
-3,430
1117
$118K ﹤0.01%
4,112
1118
$118K ﹤0.01%
766
+203
1119
$118K ﹤0.01%
866
+70
1120
$117K ﹤0.01%
246
+29
1121
$117K ﹤0.01%
1,404
1122
$117K ﹤0.01%
690
-3
1123
$117K ﹤0.01%
6,050
+480
1124
$117K ﹤0.01%
1,488
-408
1125
$116K ﹤0.01%
1,886
-188
43 44
45
46 47