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
1576
$36K ﹤0.01%
538
+502
1577
$36K ﹤0.01%
57
-26
1578
$35K ﹤0.01%
257
+49
1579
$35K ﹤0.01%
533
+440
1580
$35K ﹤0.01%
617
1581
$35K ﹤0.01%
1,301
-660
1582
$35K ﹤0.01%
421
-44
1583
$35K ﹤0.01%
1,038
+262
1584
$35K ﹤0.01%
989
+439
1585
$35K ﹤0.01%
1,671
1586
$35K ﹤0.01%
667
-440
1587
$35K ﹤0.01%
6,262
+2
1588
$34K ﹤0.01%
699
-90
1589
$34K ﹤0.01%
1,000
1590
$34K ﹤0.01%
706
1591
$34K ﹤0.01%
680
1592
$34K ﹤0.01%
702
-257
1593
$34K ﹤0.01%
456
-15
1594
$34K ﹤0.01%
+1,143
1595
$34K ﹤0.01%
416
1596
$34K ﹤0.01%
65
-472
1597
$34K ﹤0.01%
256
-372
1598
$34K ﹤0.01%
390
1599
$34K ﹤0.01%
4,173
1600
$33K ﹤0.01%
1,000
+960
62 63
64
65 66