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
1501
$43K ﹤0.01%
236
-684
1502
$43K ﹤0.01%
984
-16
1503
$43K ﹤0.01%
418
1504
$43K ﹤0.01%
1,246
+586
1505
$43K ﹤0.01%
1,050
1506
$43K ﹤0.01%
2,287
1507
$43K ﹤0.01%
130
-18
1508
$42K ﹤0.01%
354
-29
1509
$42K ﹤0.01%
115
+26
1510
$42K ﹤0.01%
928
+250
1511
$42K ﹤0.01%
441
-12
1512
$42K ﹤0.01%
500
1513
$42K ﹤0.01%
1,652
+483
1514
$42K ﹤0.01%
730
+260
1515
$42K ﹤0.01%
505
+105
1516
$41K ﹤0.01%
205
+24
1517
$41K ﹤0.01%
856
-1,270
1518
$41K ﹤0.01%
124
+6
1519
$41K ﹤0.01%
790
+15
1520
$41K ﹤0.01%
196
-1
1521
$40K ﹤0.01%
130
+26
1522
$40K ﹤0.01%
970
+5
1523
$40K ﹤0.01%
1,198
-372
1524
$40K ﹤0.01%
977
+117
1525
$40K ﹤0.01%
1,200
+200
59 60
61
62 63