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
1301
$75K ﹤0.01%
1,098
+1,095
1302
$75K ﹤0.01%
2,319
-228
1303
$75K ﹤0.01%
1,018
+1
1304
$75K ﹤0.01%
1,865
1305
$75K ﹤0.01%
100,000
1306
$74K ﹤0.01%
2,094
+50
1307
$73K ﹤0.01%
730
+7
1308
$73K ﹤0.01%
700
+3
1309
$73K ﹤0.01%
1,023
+72
1310
$72K ﹤0.01%
2,246
-62
1311
$72K ﹤0.01%
2,474
+22
1312
$72K ﹤0.01%
662
-640
1313
$72K ﹤0.01%
3,624
+331
1314
$72K ﹤0.01%
208
-19
1315
$72K ﹤0.01%
894
+458
1316
$72K ﹤0.01%
3,104
+1,500
1317
$72K ﹤0.01%
1,518
-44
1318
$72K ﹤0.01%
1,362
+1,274
1319
$71K ﹤0.01%
+2,190
1320
$71K ﹤0.01%
878
-6,644
1321
$71K ﹤0.01%
3,007
1322
$71K ﹤0.01%
2,063
1323
$70K ﹤0.01%
1,333
-285
1324
$70K ﹤0.01%
1,460
1325
$70K ﹤0.01%
741
-333
51 52
53
54 55