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
1176
$104K ﹤0.01%
335
-287
1177
$104K ﹤0.01%
5,651
-74
1178
$104K ﹤0.01%
6,512
+711
1179
$103K ﹤0.01%
608
+2
1180
$102K ﹤0.01%
946
1181
$102K ﹤0.01%
45,000
1182
$102K ﹤0.01%
838
+115
1183
$102K ﹤0.01%
10,600
-1,578
1184
$101K ﹤0.01%
1,720
-260
1185
$101K ﹤0.01%
6,047
-80,796
1186
$101K ﹤0.01%
2,712
-50
1187
$101K ﹤0.01%
3,103
1188
$101K ﹤0.01%
1,234
-12
1189
$100K ﹤0.01%
602
-69
1190
$100K ﹤0.01%
3,262
-77
1191
$100K ﹤0.01%
3,152
-47
1192
$100K ﹤0.01%
5,861
+169
1193
$100K ﹤0.01%
2,595
+184
1194
$99K ﹤0.01%
910
-304
1195
$99K ﹤0.01%
4,363
+409
1196
$98K ﹤0.01%
670
-557
1197
$98K ﹤0.01%
282
+135
1198
$98K ﹤0.01%
+2,110
1199
$97K ﹤0.01%
646
+40
1200
$97K ﹤0.01%
1,957
+66
46 47
48
49 50