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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
1676
$28K ﹤0.01%
750
+8
1677
$28K ﹤0.01%
1,078
+1,075
1678
$28K ﹤0.01%
1,340
1679
$28K ﹤0.01%
71
1680
$28K ﹤0.01%
+95
1681
$28K ﹤0.01%
11,077
+8,000
1682
$28K ﹤0.01%
98
1683
$28K ﹤0.01%
354
1684
$28K ﹤0.01%
946
+762
1685
$28K ﹤0.01%
169
1686
$28K ﹤0.01%
3,465
1687
$28K ﹤0.01%
7,000
1688
$28K ﹤0.01%
102
+92
1689
$27K ﹤0.01%
5,645
-225
1690
$27K ﹤0.01%
+226
1691
$27K ﹤0.01%
190
1692
$27K ﹤0.01%
710
1693
$27K ﹤0.01%
343
1694
$27K ﹤0.01%
283
-89
1695
$27K ﹤0.01%
+649
1696
$27K ﹤0.01%
375
+51
1697
$27K ﹤0.01%
520
-200
1698
$27K ﹤0.01%
166
1699
$27K ﹤0.01%
1,031
1700
$27K ﹤0.01%
+8,000
66 67
68
69 70