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
1401
$57K ﹤0.01%
485
1402
$57K ﹤0.01%
+2,363
1403
$57K ﹤0.01%
2,070
+2,000
1404
$57K ﹤0.01%
2,984
1405
$56K ﹤0.01%
+11,707
1406
$56K ﹤0.01%
210
-26
1407
$56K ﹤0.01%
3,328
+45
1408
$56K ﹤0.01%
1,990
+56
1409
$56K ﹤0.01%
938
-2
1410
$55K ﹤0.01%
2,135
+175
1411
$55K ﹤0.01%
207
+29
1412
$55K ﹤0.01%
435
1413
$55K ﹤0.01%
680
-4
1414
$55K ﹤0.01%
1,155
+42
1415
$55K ﹤0.01%
604
+300
1416
$54K ﹤0.01%
1,134
-45,841
1417
$54K ﹤0.01%
449
+11
1418
$54K ﹤0.01%
+167
1419
$54K ﹤0.01%
922
+1
1420
$54K ﹤0.01%
2,000
1421
$53K ﹤0.01%
1,348
1422
$53K ﹤0.01%
777
-198
1423
$53K ﹤0.01%
1,743
-138
1424
$53K ﹤0.01%
2,113
1425
$53K ﹤0.01%
600
-420
55 56
57
58 59