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
1801
$20K ﹤0.01%
196
1802
$20K ﹤0.01%
630
-407
1803
$20K ﹤0.01%
400
1804
$20K ﹤0.01%
1,278
-1,000
1805
$20K ﹤0.01%
+1,436
1806
$20K ﹤0.01%
1,200
+1,100
1807
$20K ﹤0.01%
655
+261
1808
$20K ﹤0.01%
349
+245
1809
$20K ﹤0.01%
704
+4
1810
$20K ﹤0.01%
866
-462
1811
$20K ﹤0.01%
500
+100
1812
$20K ﹤0.01%
243
+33
1813
$20K ﹤0.01%
1,000
1814
$20K ﹤0.01%
3,175
1815
$20K ﹤0.01%
309
-895
1816
$20K ﹤0.01%
1,225
1817
$20K ﹤0.01%
400
-300
1818
$20K ﹤0.01%
+1,138
1819
$20K ﹤0.01%
88
1820
$20K ﹤0.01%
500
1821
$20K ﹤0.01%
425
+32
1822
$20K ﹤0.01%
228
-85
1823
$20K ﹤0.01%
+400
1824
$20K ﹤0.01%
580
+100
1825
$20K ﹤0.01%
+206
71 72
73
74 75