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
1526
$40K ﹤0.01%
2,027
+1,912
1527
$40K ﹤0.01%
1,625
+165
1528
$40K ﹤0.01%
1,854
+20
1529
$40K ﹤0.01%
797
-21
1530
$39K ﹤0.01%
612
-12
1531
$39K ﹤0.01%
593
-154
1532
$39K ﹤0.01%
790
1533
$39K ﹤0.01%
499
-270
1534
$39K ﹤0.01%
315
+4
1535
$39K ﹤0.01%
442
+107
1536
$39K ﹤0.01%
695
+670
1537
$39K ﹤0.01%
1,568
1538
$39K ﹤0.01%
1,506
1539
$39K ﹤0.01%
474
-6,625
1540
$39K ﹤0.01%
1,233
+125
1541
$39K ﹤0.01%
1,323
1542
$39K ﹤0.01%
+708
1543
$38K ﹤0.01%
1,735
+235
1544
$38K ﹤0.01%
548
-2,411
1545
$38K ﹤0.01%
1,219
-156
1546
$38K ﹤0.01%
900
1547
$38K ﹤0.01%
500
1548
$38K ﹤0.01%
632
-346
1549
$38K ﹤0.01%
2,036
+1,286
1550
$38K ﹤0.01%
1,000
+200
60 61
62
63 64