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
1376
$62K ﹤0.01%
10,000
1377
$61K ﹤0.01%
1,210
+142
1378
$61K ﹤0.01%
1,361
1379
$61K ﹤0.01%
1,166
+6
1380
$61K ﹤0.01%
+1,908
1381
$61K ﹤0.01%
1,855
+615
1382
$60K ﹤0.01%
1,385
1383
$60K ﹤0.01%
1,971
+3
1384
$60K ﹤0.01%
2,117
1385
$60K ﹤0.01%
1,975
-890
1386
$60K ﹤0.01%
296
+19
1387
$59K ﹤0.01%
225
+174
1388
$59K ﹤0.01%
+625
1389
$59K ﹤0.01%
1,400
1390
$59K ﹤0.01%
242
-232
1391
$59K ﹤0.01%
329
+13
1392
$59K ﹤0.01%
524
+2
1393
$58K ﹤0.01%
1,670
-2,504
1394
$58K ﹤0.01%
135
+10
1395
$58K ﹤0.01%
1,087
+382
1396
$58K ﹤0.01%
1,732
1397
$58K ﹤0.01%
381
-9
1398
$58K ﹤0.01%
650
+10
1399
$57K ﹤0.01%
1,795
-540
1400
$57K ﹤0.01%
1,655
-407
54 55
56
57 58