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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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%
+23
2077
$10K ﹤0.01%
145
2078
$10K ﹤0.01%
975
2079
$10K ﹤0.01%
2,500
+2,000
2080
$10K ﹤0.01%
355
2081
$10K ﹤0.01%
201
-183
2082
$10K ﹤0.01%
87
+65
2083
$10K ﹤0.01%
140
+32
2084
$10K ﹤0.01%
200
2085
$10K ﹤0.01%
217
+11
2086
$10K ﹤0.01%
84
+48
2087
$10K ﹤0.01%
210
-537
2088
$10K ﹤0.01%
1,383
+500
2089
$10K ﹤0.01%
327
2090
$10K ﹤0.01%
+369
2091
$10K ﹤0.01%
200
-970
2092
$10K ﹤0.01%
287
2093
$10K ﹤0.01%
27
2094
$10K ﹤0.01%
124
-1
2095
$10K ﹤0.01%
456
2096
$10K ﹤0.01%
251
+4
2097
$10K ﹤0.01%
1,000
2098
$10K ﹤0.01%
+1,225
2099
$10K ﹤0.01%
+685
2100
$10K ﹤0.01%
120
82 83
84
85 86