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
1701
$26K ﹤0.01%
+2,000
1702
$26K ﹤0.01%
174
+40
1703
$26K ﹤0.01%
2,364
-34,390
1704
$26K ﹤0.01%
99
+5
1705
$26K ﹤0.01%
841
+69
1706
$26K ﹤0.01%
287
+135
1707
$26K ﹤0.01%
441
-6,100
1708
$26K ﹤0.01%
800
1709
$26K ﹤0.01%
1,257
-8,590
1710
$26K ﹤0.01%
1,300
1711
$26K ﹤0.01%
540
+449
1712
$26K ﹤0.01%
836
+8
1713
$26K ﹤0.01%
266
+4
1714
$26K ﹤0.01%
1,100
1715
$25K ﹤0.01%
356
+64
1716
$25K ﹤0.01%
+2,300
1717
$25K ﹤0.01%
158
1718
$25K ﹤0.01%
1,153
+997
1719
$25K ﹤0.01%
483
-143
1720
$25K ﹤0.01%
1,050
+50
1721
$25K ﹤0.01%
+2,000
1722
$25K ﹤0.01%
511
-1
1723
$25K ﹤0.01%
787
+77
1724
$25K ﹤0.01%
+2,000
1725
$25K ﹤0.01%
1,262
+1,029
67 68
69
70 71