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
1676
$28K ﹤0.01%
523
-3,062
1677
$28K ﹤0.01%
750
+8
1678
$28K ﹤0.01%
1,078
+1,075
1679
$28K ﹤0.01%
1,340
1680
$28K ﹤0.01%
214
1681
$28K ﹤0.01%
+1,145
1682
$28K ﹤0.01%
11,077
+8,000
1683
$28K ﹤0.01%
98
1684
$28K ﹤0.01%
354
1685
$28K ﹤0.01%
946
+762
1686
$28K ﹤0.01%
169
1687
$28K ﹤0.01%
3,465
1688
$28K ﹤0.01%
102
+92
1689
$27K ﹤0.01%
710
1690
$27K ﹤0.01%
343
1691
$27K ﹤0.01%
375
+51
1692
$27K ﹤0.01%
520
-200
1693
$27K ﹤0.01%
+8,000
1694
$27K ﹤0.01%
5,645
-225
1695
$27K ﹤0.01%
+226
1696
$27K ﹤0.01%
190
1697
$27K ﹤0.01%
283
-89
1698
$27K ﹤0.01%
+649
1699
$27K ﹤0.01%
166
1700
$27K ﹤0.01%
1,031
66 67
68
69 70