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
1776
$22K ﹤0.01%
478
+96
1777
$22K ﹤0.01%
340
+40
1778
$22K ﹤0.01%
155
-6,017
1779
$22K ﹤0.01%
490
1780
$22K ﹤0.01%
302
+2
1781
$22K ﹤0.01%
154
-7
1782
$21K ﹤0.01%
161
+2
1783
$21K ﹤0.01%
319
+200
1784
$21K ﹤0.01%
180
1785
$21K ﹤0.01%
387
1786
$21K ﹤0.01%
1,053
-248
1787
$21K ﹤0.01%
897
1788
$21K ﹤0.01%
585
1789
$21K ﹤0.01%
393
+2
1790
$21K ﹤0.01%
955
1791
$21K ﹤0.01%
600
1792
$21K ﹤0.01%
234
+11
1793
$21K ﹤0.01%
306
1794
$21K ﹤0.01%
824
+79
1795
$21K ﹤0.01%
1,720
1796
$21K ﹤0.01%
1,002
+25
1797
$21K ﹤0.01%
395
-475
1798
$21K ﹤0.01%
401
1799
$21K ﹤0.01%
834
1800
$20K ﹤0.01%
476
+3
70 71
72
73 74