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
1901
$17K ﹤0.01%
621
1902
$17K ﹤0.01%
1,050
1903
$16K ﹤0.01%
350
+250
1904
$16K ﹤0.01%
105
+66
1905
$16K ﹤0.01%
126
-5
1906
$16K ﹤0.01%
241
+31
1907
$16K ﹤0.01%
473
1908
$16K ﹤0.01%
497
-17
1909
$16K ﹤0.01%
345
-20
1910
$16K ﹤0.01%
350
1911
$16K ﹤0.01%
408
1912
$16K ﹤0.01%
250
-580
1913
$16K ﹤0.01%
263
-82
1914
$16K ﹤0.01%
470
1915
$16K ﹤0.01%
450
1916
$16K ﹤0.01%
700
+115
1917
$16K ﹤0.01%
270
1918
$16K ﹤0.01%
190
+112
1919
$16K ﹤0.01%
598
1920
$16K ﹤0.01%
75
1921
$16K ﹤0.01%
1,136
1922
$16K ﹤0.01%
750
-500
1923
$16K ﹤0.01%
+610
1924
$16K ﹤0.01%
3,216
-1,000
1925
$16K ﹤0.01%
500
75 76
77
78 79