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
1726
$25K ﹤0.01%
957
1727
$25K ﹤0.01%
324
1728
$25K ﹤0.01%
1,000
1729
$25K ﹤0.01%
501
+14
1730
$25K ﹤0.01%
32
-54
1731
$25K ﹤0.01%
461
+346
1732
$25K ﹤0.01%
6,485
1733
$25K ﹤0.01%
485
1734
$25K ﹤0.01%
1,000
1735
$25K ﹤0.01%
750
-200
1736
$25K ﹤0.01%
+800
1737
$24K ﹤0.01%
1,016
1738
$24K ﹤0.01%
130
1739
$24K ﹤0.01%
365
1740
$24K ﹤0.01%
+300
1741
$24K ﹤0.01%
935
1742
$24K ﹤0.01%
2,260
1743
$24K ﹤0.01%
1,132
1744
$24K ﹤0.01%
119
-40
1745
$24K ﹤0.01%
1,000
1746
$23K ﹤0.01%
325
+7
1747
$23K ﹤0.01%
+169
1748
$23K ﹤0.01%
+325
1749
$23K ﹤0.01%
663
+7
1750
$23K ﹤0.01%
335
+277
68 69
70
71 72