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
1351
$65K ﹤0.01%
+981
1352
$65K ﹤0.01%
3,056
+221
1353
$65K ﹤0.01%
325
+160
1354
$64K ﹤0.01%
576
+467
1355
$64K ﹤0.01%
4,226
1356
$64K ﹤0.01%
1,372
1357
$64K ﹤0.01%
333
+47
1358
$64K ﹤0.01%
622
+36
1359
$63K ﹤0.01%
407
+142
1360
$63K ﹤0.01%
1,152
+4
1361
$63K ﹤0.01%
225
-71
1362
$63K ﹤0.01%
483
+78
1363
$63K ﹤0.01%
1,121
1364
$63K ﹤0.01%
+1,448
1365
$63K ﹤0.01%
520
-68
1366
$63K ﹤0.01%
3
1367
$62K ﹤0.01%
4,587
1368
$62K ﹤0.01%
2,307
1369
$62K ﹤0.01%
1,968
1370
$62K ﹤0.01%
454
+79
1371
$62K ﹤0.01%
166
-15
1372
$62K ﹤0.01%
98
+15
1373
$62K ﹤0.01%
1,224
+4
1374
$62K ﹤0.01%
1,750
1375
$62K ﹤0.01%
1,110
+200
53 54
55
56 57