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
1926
$15K ﹤0.01%
350
1927
$15K ﹤0.01%
+2,066
1928
$15K ﹤0.01%
786
+80
1929
$15K ﹤0.01%
900
1930
$15K ﹤0.01%
162
+8
1931
$15K ﹤0.01%
500
1932
$15K ﹤0.01%
575
-815
1933
$15K ﹤0.01%
1,124
1934
$15K ﹤0.01%
290
-60
1935
$15K ﹤0.01%
166
+43
1936
$15K ﹤0.01%
299
-11
1937
$15K ﹤0.01%
241
+1
1938
$15K ﹤0.01%
260
+99
1939
$15K ﹤0.01%
350
1940
$15K ﹤0.01%
321
+162
1941
$15K ﹤0.01%
270
1942
$15K ﹤0.01%
446
+85
1943
$15K ﹤0.01%
1,000
1944
$15K ﹤0.01%
319
-31
1945
$15K ﹤0.01%
+500
1946
$14K ﹤0.01%
112
1947
$14K ﹤0.01%
1,800
-50
1948
$14K ﹤0.01%
205
-290
1949
$14K ﹤0.01%
181
1950
$14K ﹤0.01%
165
-94
76 77
78
79 80