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
1851
– –
0
1852
$18K ﹤0.01%
6,021
1853
$18K ﹤0.01%
607
1854
$18K ﹤0.01%
41
1855
$18K ﹤0.01%
455
1856
$18K ﹤0.01%
855
1857
$18K ﹤0.01%
1,054
+185
1858
$18K ﹤0.01%
757
+213
1859
$18K ﹤0.01%
593
-3
1860
$18K ﹤0.01%
341
-150
1861
$18K ﹤0.01%
1,014
+14
1862
$18K ﹤0.01%
363
-13
1863
$18K ﹤0.01%
1,629
+1,500
1864
$18K ﹤0.01%
454
+117
1865
$18K ﹤0.01%
2,305
+305
1866
$17K ﹤0.01%
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1867
$17K ﹤0.01%
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1868
$17K ﹤0.01%
212
1869
$17K ﹤0.01%
199
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1870
$17K ﹤0.01%
+477
1871
$17K ﹤0.01%
1,004
1872
$17K ﹤0.01%
+286
1873
$17K ﹤0.01%
820
1874
$17K ﹤0.01%
1,026
-2,062
1875
$17K ﹤0.01%
945
73 74
75
76 77