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
2101
$10K ﹤0.01%
1,383
+500
2102
$10K ﹤0.01%
327
2103
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+369
2104
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200
-970
2105
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287
2106
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27
2107
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251
+4
2108
$10K ﹤0.01%
1,000
2109
$10K ﹤0.01%
+1,225
2110
$10K ﹤0.01%
+685
2111
$9K ﹤0.01%
1,600
2112
$9K ﹤0.01%
500
2113
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238
+1
2114
$9K ﹤0.01%
500
2115
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80
2116
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209
+200
2117
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64
+5
2118
$9K ﹤0.01%
108
-1,960
2119
$9K ﹤0.01%
106
2120
$9K ﹤0.01%
105
2121
$9K ﹤0.01%
55
-70
2122
$9K ﹤0.01%
27
+3
2123
$9K ﹤0.01%
206
-10
2124
$9K ﹤0.01%
227
2125
$9K ﹤0.01%
200
-391
83 84
85
86 87