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
1876
$17K ﹤0.01%
1,677
+18
1877
$17K ﹤0.01%
142
+6
1878
$17K ﹤0.01%
361
+29
1879
$17K ﹤0.01%
213
-38
1880
$17K ﹤0.01%
1,000
-1,673
1881
$17K ﹤0.01%
441
-3,916
1882
$17K ﹤0.01%
540
+219
1883
$17K ﹤0.01%
259
1884
$17K ﹤0.01%
998
-147
1885
$17K ﹤0.01%
1,340
1886
$17K ﹤0.01%
275
+9
1887
$17K ﹤0.01%
163
-26
1888
$17K ﹤0.01%
434
1889
$17K ﹤0.01%
+799
1890
$17K ﹤0.01%
403
+1
1891
$17K ﹤0.01%
750
1892
$17K ﹤0.01%
199
+68
1893
$17K ﹤0.01%
479
+252
1894
$17K ﹤0.01%
738
-361
1895
$17K ﹤0.01%
+52
1896
$17K ﹤0.01%
200
1897
$17K ﹤0.01%
802
1898
$17K ﹤0.01%
133
-4
1899
$17K ﹤0.01%
314
-55
1900
$17K ﹤0.01%
216
-594
74 75
76
77 78