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
2001
$13K ﹤0.01%
240
+1
2002
$13K ﹤0.01%
+1,050
2003
$13K ﹤0.01%
3,715
+750
2004
$12K ﹤0.01%
225
-172
2005
$12K ﹤0.01%
168
2006
$12K ﹤0.01%
220
2007
$12K ﹤0.01%
3,045
2008
$12K ﹤0.01%
1,250
2009
$12K ﹤0.01%
449
-1
2010
$12K ﹤0.01%
1,522
+217
2011
$12K ﹤0.01%
+500
2012
$12K ﹤0.01%
270
2013
$12K ﹤0.01%
369
+239
2014
$12K ﹤0.01%
589
-686
2015
$12K ﹤0.01%
265
2016
$12K ﹤0.01%
167
-25
2017
$12K ﹤0.01%
8,500
2018
$12K ﹤0.01%
14
2019
$12K ﹤0.01%
24
-29
2020
$12K ﹤0.01%
3
2021
$12K ﹤0.01%
488
-39
2022
$12K ﹤0.01%
1,232
+64
2023
$12K ﹤0.01%
307
2024
$12K ﹤0.01%
390
-750
2025
$12K ﹤0.01%
+800
79 80
81
82 83