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
1476
$46K ﹤0.01%
500
1477
$46K ﹤0.01%
400
1478
$45K ﹤0.01%
1,109
1479
$45K ﹤0.01%
204
+105
1480
$45K ﹤0.01%
413
+28
1481
$45K ﹤0.01%
678
1482
$45K ﹤0.01%
181
+12
1483
$45K ﹤0.01%
450
+11
1484
$45K ﹤0.01%
901
+550
1485
$45K ﹤0.01%
590
+280
1486
$44K ﹤0.01%
6,200
1487
$44K ﹤0.01%
964
+365
1488
$44K ﹤0.01%
1,815
1489
$44K ﹤0.01%
730
1490
$44K ﹤0.01%
446
+50
1491
$44K ﹤0.01%
775
-330
1492
$44K ﹤0.01%
+847
1493
$44K ﹤0.01%
548
1494
$44K ﹤0.01%
435
1495
$44K ﹤0.01%
723
+167
1496
$44K ﹤0.01%
2,014
1497
$44K ﹤0.01%
900
+400
1498
$44K ﹤0.01%
1,750
1499
$44K ﹤0.01%
986
-129
1500
$43K ﹤0.01%
361
-200
58 59
60
61 62