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
1651
$30K ﹤0.01%
150
+29
1652
$29K ﹤0.01%
+584
1653
$29K ﹤0.01%
150
1654
$29K ﹤0.01%
530
+461
1655
$29K ﹤0.01%
645
1656
$29K ﹤0.01%
1,225
1657
$29K ﹤0.01%
377
-2
1658
$29K ﹤0.01%
1,778
-100
1659
$29K ﹤0.01%
148
-38
1660
$29K ﹤0.01%
727
-484
1661
$29K ﹤0.01%
350
1662
$29K ﹤0.01%
591
-295
1663
$29K ﹤0.01%
575
1664
$29K ﹤0.01%
+1,050
1665
$29K ﹤0.01%
945
+812
1666
$29K ﹤0.01%
1,529
1667
$29K ﹤0.01%
338
+17
1668
$29K ﹤0.01%
29
+5
1669
$29K ﹤0.01%
741
1670
$29K ﹤0.01%
837
+27
1671
$29K ﹤0.01%
4,550
-698
1672
$28K ﹤0.01%
7,000
1673
$28K ﹤0.01%
2,778
1674
$28K ﹤0.01%
305
+100
1675
$28K ﹤0.01%
667
+16
65 66
67
68 69