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
1601
$33K ﹤0.01%
127
-4
1602
$33K ﹤0.01%
3,575
+3,076
1603
$33K ﹤0.01%
1,000
1604
$33K ﹤0.01%
932
-272
1605
$33K ﹤0.01%
+1,267
1606
$33K ﹤0.01%
+699
1607
$33K ﹤0.01%
431
+30
1608
$33K ﹤0.01%
335
1609
$33K ﹤0.01%
947
+4
1610
$33K ﹤0.01%
942
+9
1611
$33K ﹤0.01%
861
1612
$33K ﹤0.01%
794
+197
1613
$33K ﹤0.01%
421
-32
1614
$33K ﹤0.01%
2,801
-2,452
1615
$33K ﹤0.01%
8,500
1616
$32K ﹤0.01%
556
+483
1617
$32K ﹤0.01%
564
-2,017
1618
$32K ﹤0.01%
1,173
1619
$32K ﹤0.01%
733
+659
1620
$32K ﹤0.01%
1,416
+208
1621
$32K ﹤0.01%
470
-226
1622
$32K ﹤0.01%
1,400
1623
$32K ﹤0.01%
177
1624
$32K ﹤0.01%
2,904
+30
1625
$32K ﹤0.01%
+556
63 64
65
66 67