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
2051
$11K ﹤0.01%
217
2052
$11K ﹤0.01%
236
2053
$11K ﹤0.01%
66
-66
2054
$11K ﹤0.01%
1,070
2055
$11K ﹤0.01%
144
-1,034
2056
$11K ﹤0.01%
50
-1
2057
$11K ﹤0.01%
129
-32,024
2058
$11K ﹤0.01%
150
2059
$11K ﹤0.01%
+215
2060
$11K ﹤0.01%
80
-34
2061
$11K ﹤0.01%
28
+1
2062
$11K ﹤0.01%
324
2063
$11K ﹤0.01%
400
2064
$11K ﹤0.01%
700
-4,000
2065
$11K ﹤0.01%
465
2066
$11K ﹤0.01%
11,000
2067
$11K ﹤0.01%
600
2068
$10K ﹤0.01%
+200
2069
$10K ﹤0.01%
200
-108
2070
$10K ﹤0.01%
124
-1
2071
$10K ﹤0.01%
456
2072
$10K ﹤0.01%
217
+11
2073
$10K ﹤0.01%
120
2074
$10K ﹤0.01%
+45
2075
$10K ﹤0.01%
350
-15
81 82
83
84 85