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
1976
$13K ﹤0.01%
4,000
1977
$13K ﹤0.01%
225
1978
$13K ﹤0.01%
+175
1979
$13K ﹤0.01%
334
+46
1980
$13K ﹤0.01%
86
+38
1981
$13K ﹤0.01%
30
+6
1982
$13K ﹤0.01%
458
-3,162
1983
$13K ﹤0.01%
+3,100
1984
$13K ﹤0.01%
178
-3,667
1985
$13K ﹤0.01%
199
+12
1986
$13K ﹤0.01%
+371
1987
$13K ﹤0.01%
359
1988
$13K ﹤0.01%
626
+550
1989
$13K ﹤0.01%
174
+50
1990
$13K ﹤0.01%
242
1991
$13K ﹤0.01%
448
+48
1992
$13K ﹤0.01%
250
1993
$13K ﹤0.01%
475
1994
$13K ﹤0.01%
496
-2,421
1995
$13K ﹤0.01%
215
+9
1996
$13K ﹤0.01%
+165
1997
$13K ﹤0.01%
135
1998
$13K ﹤0.01%
+55
1999
$13K ﹤0.01%
500
2000
$13K ﹤0.01%
450
+397
78 79
80
81 82