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
1426
$52K ﹤0.01%
1,533
-207
1427
$52K ﹤0.01%
2,100
1428
$52K ﹤0.01%
318
-536
1429
$52K ﹤0.01%
591
+9
1430
$52K ﹤0.01%
246
-74
1431
$52K ﹤0.01%
2,347
1432
$52K ﹤0.01%
874
-10
1433
$51K ﹤0.01%
5,105
-100
1434
$51K ﹤0.01%
574
+262
1435
$51K ﹤0.01%
356
+334
1436
$51K ﹤0.01%
1,353
-685
1437
$51K ﹤0.01%
353
+119
1438
$50K ﹤0.01%
1,800
-880
1439
$50K ﹤0.01%
425
-1
1440
$50K ﹤0.01%
502
1441
$50K ﹤0.01%
188
1442
$50K ﹤0.01%
200
+70
1443
$49K ﹤0.01%
+1,108
1444
$49K ﹤0.01%
+1,900
1445
$49K ﹤0.01%
2,159
-7,865
1446
$49K ﹤0.01%
697
1447
$49K ﹤0.01%
2,303
+9
1448
$49K ﹤0.01%
1,546
-195
1449
$49K ﹤0.01%
+1,902
1450
$49K ﹤0.01%
1,084
56 57
58
59 60