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
2076
$10K ﹤0.01%
+1,000
2077
$10K ﹤0.01%
+166
2078
$10K ﹤0.01%
53
2079
$10K ﹤0.01%
67
2080
$10K ﹤0.01%
37
-1
2081
$10K ﹤0.01%
205
+2
2082
$10K ﹤0.01%
34
+3
2083
$10K ﹤0.01%
87
+8
2084
$10K ﹤0.01%
75
2085
$10K ﹤0.01%
1,301
-808
2086
$10K ﹤0.01%
130
2087
$10K ﹤0.01%
500
2088
$10K ﹤0.01%
+23
2089
$10K ﹤0.01%
145
2090
$10K ﹤0.01%
975
2091
$10K ﹤0.01%
2,500
+2,000
2092
$10K ﹤0.01%
355
2093
$10K ﹤0.01%
201
-183
2094
$10K ﹤0.01%
87
+65
2095
$10K ﹤0.01%
140
+32
2096
$10K ﹤0.01%
200
2097
$10K ﹤0.01%
2
2098
$10K ﹤0.01%
5,000
2099
$10K ﹤0.01%
84
+48
2100
$10K ﹤0.01%
210
-537
82 83
84
85 86